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PERCEPTIVE ADVISORS

NEW YORK, NY · CRD 154703 · IAPD ↗ · 646-205-5300

$11.77BRegulatory AUM
28Advisory reps
49Employees
0Clients
n/aPlanning clients
17Private funds
4States
5Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — PERCEPTIVE ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — PERCEPTIVE ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — PERCEPTIVE ADVISORS reported RAUM up 39% ($8.46B -> $11.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — PERCEPTIVE ADVISORS grew from 23 to 30 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.