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PERIGEE CAPITAL, LP

SARASOTA, FL · CRD 122085 · IAPD ↗ · perigeegroup.com · 941-955-0929

$425.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
118Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — PERIGEE CAPITAL, LP reported RAUM down 62% ($1.12B -> $425.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2025 — PERIGEE CAPITAL, LP crossed $1B in regulatory AUM ($698.4M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — PERIGEE CAPITAL, LP crossed $500M in regulatory AUM ($127.2M -> $698.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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