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PERENNIAL
Legal name: PERENNIAL ADVISORS, LLC
CRD 168859File 801-78537
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$761.9M
Above cohort median (national)
Discretionary AUM
$757.0M
Non-discretionary $4.9M
Clients
123
493 accounts
Employees
5
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 9, 2013
- Principal office
- 1350 AVENUE OF THE AMERICAS, SUITE 1920, NEW YORK, NY, 10019
- Phone
- 212-652-3900
- Website
- HTTP://WWW.PERENNIAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $761.9M
- Discretionary AUM
- $757.0M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 491
- Non-discretionary accounts
- 2
- Total accounts
- 493
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.8M |
| Charitable organizations | Fewer than 5 | $8.8M |
| High net worth individuals | 111 | $739.5M |
| Individuals (other than high net worth individuals) | 6 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 120 | 123 | increased by3 |
| Apr 1, 2026 | AUM | $666,527,389 | $761,920,885 | increased by$95,393,496 |
| Apr 1, 2026 | Accounts | 458 | 493 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 114 | 120 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $490,495,999 | $666,527,389 | increased by$176,031,390 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 540 | 458 | decreased by82 |
| Mar 1, 2022 | Clients | 104 | 114 | increased by10 |
| Mar 1, 2022 | AUM | $394,451,772 | $490,495,999 | increased by$96,044,227 |
| Mar 1, 2022 | Accounts | 354 | 540 | increased by186 |
| Apr 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 “PERENNIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERENNIAL” 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.