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Building 2PERINI CAPITAL

Map pinCARLSBAD, NM
Phone575-725-1978
NotebookSEC #801-120968
Total AUM
$287M
Employees
5
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
910 WEST PIERCE STREET
SUITE 225
CARLSBAD
NM 88220
United States
Operating Hours
6:30AM - 3:00PM
Monday - Friday
Phone
575-725-1978

ReceiptFinancials

Total AUM
$287M
Accounts
71
Discretionary
$164.1M
Accounts
68
Non-Discretionary
$123M
Accounts
3

ContactClients

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Individual Clients
14
AUM
$1.6M
HNW Individual Clients
50
AUM
$93.3M
Investment Company Clients
1
AUM
$47.1M
Pooled Vehicle Clients
6
AUM
$145.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCOFLNMPRTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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