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PERINI CAPITAL
Legal name: PERINI CAPITAL, LLC
CRD 158540File 801-120968
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$287.0M
Below cohort median (national)
Discretionary AUM
$164.1M
Non-discretionary $123.0M
Clients
71
71 accounts
Employees
5
Above cohort median in NM
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 26, 2021
- Principal office
- 910 WEST PIERCE STREET, SUITE 225, CARLSBAD, NM, 88220
- Phone
- 575-725-1978
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $287.0M
- Discretionary AUM
- $164.1M
- Non-discretionary AUM
- $123.0M
- Discretionary accounts
- 68
- Non-discretionary accounts
- 3
- Total accounts
- 71
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $47.1M |
| High net worth individuals | 50 | $93.3M |
| Pooled investment vehicles | 6 | $145.1M |
| Individuals (other than high net worth individuals) | 14 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
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.