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Building 2PERITUS ASSET MANAGEMENT, LLC

Map pinSANTA BARBARA, CA
Phone805-882-1100
NotebookSEC #801-63044
Total AUM
$147.2M
Employees
6
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1216 STATE STREET
4TH FLOOR
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
805-882-1100
Other Offices
2

ReceiptFinancials

Total AUM
$147.2M
Accounts
1
Discretionary
$147.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$147.2M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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