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PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD 119436File 801-79412
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.0M
Above cohort median (national)
Discretionary AUM
$183.1M
Non-discretionary $321.9M
Clients
97
215 accounts
Employees
4
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 7, 2014
- Principal office
- 15600 WAYZATA BLVD., SUITE 101, WAYZATA, MN, 55391
- Phone
- 952-476-2770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.0M
- Discretionary AUM
- $183.1M
- Non-discretionary AUM
- $321.9M
- Discretionary accounts
- 196
- Non-discretionary accounts
- 19
- Total accounts
- 215
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $118K |
| Charitable organizations | 6 | $324.6M |
| High net worth individuals | 29 | $166.5M |
| Pension and profit sharing plans | Fewer than 5 | $8.5M |
| Individuals (other than high net worth individuals) | 62 | $5.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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.

