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Building 2PERKINS INVESTMENT MANAGEMENT LLC

Map pinCHICAGO, IL
Phone312-922-0355
NotebookSEC #801-62042
Total AUM
$8B
Employees
21
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 S. WACKER DRIVE
STE. 6000
CHICAGO
IL 60606
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
312-922-0355

ReceiptFinancials

Total AUM
$8B
Accounts
21
Discretionary
$8B
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
10
AUM
$7.2B
Pension/Profit Sharing Plan Clients
1
AUM
$310M
Investment Advisor Clients
2
AUM
$228.9M
Insurance Company Clients
2
AUM
$216.9M
Corporation or Business Clients
1
AUM
$28.2M
Other Clients
5
AUM
$2.1M
Description of Other Clients
SEED AND SMA

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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