Investment adviser · CRD 312808
PERRY CAPITAL PARTNERS LLC
Investment adviser filing (IA)
· Form ADV filed Jul 2, 2026
- Regulatory AUM
- $450M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 50 | $450,000,000 | 100.0% |
Filing source
Form ADV 2117079 · Jul 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 2, 2026. View historical filings
Reported services
Publication of newsletters
Compensation
Subscription · Fixed
Principal office
CRD 312808
Filing source
Form ADV 2117079 · Jul 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.