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PEREGRINE ASSET ADVISERS, INC.
CRD 115738File 801-60608
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$611.0M
Above cohort median (national)
Discretionary AUM
$606.1M
Non-discretionary $4.9M
Clients
476
476 accounts
Employees
8
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 3, 2001
- Principal office
- 9755 SW BARNES RD, SUITE 610, PORTLAND, OR, 97225
- Phone
- 503-459-4651
- Website
- HTTP://WWW.PEREGRINEAA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $611.0M
- Discretionary AUM
- $606.1M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 470
- Non-discretionary accounts
- 6
- Total accounts
- 476
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $13.9M |
| Charitable organizations | 7 | $12.8M |
| High net worth individuals | 51 | $399.5M |
| Individuals (other than high net worth individuals) | 390 | $184.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ANNUAL ACCOUNT FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.