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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $329,800,045 | $287,036,522 | decreased by$42,763,523 |
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Clients | 55 | 71 | increased by16 |
| Apr 1, 2026 | AUM | $217,390,327 | $329,800,045 | increased by$112,409,718 |
| Apr 1, 2026 | Accounts | 55 | 71 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 73 | 55 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,905,836 | $217,390,327 | increased by$58,484,491 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 73 | 55 | decreased by18 |
| Jul 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Clients | 70 | 73 | increased by3 |
| Apr 1, 2022 | AUM | $152,110,431 | $158,905,836 | increased by$6,795,405 |
| Apr 1, 2022 | Accounts | 70 | 73 | increased by3 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERINI CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERINI CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.