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PEREGRINE ASSET ADVISERS, INC.

PORTLAND, OR · CRD 115738 · IAPD ↗ · peregrineaa.com · 503-459-4651

$611.0MRegulatory AUM
6Advisory reps
8Employees
36Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — PEREGRINE ASSET ADVISERS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — PEREGRINE ASSET ADVISERS, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — PEREGRINE ASSET ADVISERS, INC. reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2024 — PEREGRINE ASSET ADVISERS, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.