Overview
Assets Under Management: $344 million
Headquarters: MADISON, MS
High-Net-Worth Clients: 51
Average Client Assets: $6 million
Frequently Asked Questions
PEREGRINE INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153081), PEREGRINE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
PEREGRINE INVESTMENT ADVISORS, LLC is headquartered in MADISON, MS.
PEREGRINE INVESTMENT ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, PEREGRINE INVESTMENT ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PEREGRINE INVESTMENT ADVISORS, LLC manages $344 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, PEREGRINE INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.03
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 153081
Last Filing Date: 2025-02-10 00:00:00
Website: https://peregrineinvest.com