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PERINI CAPITAL

CARLSBAD, NM · CRD 158540 · IAPD ↗ · 575-725-1978

$287.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
6Private funds
6States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — PERINI CAPITAL moved its main office from SCOTTSDALE, AZ to CARLSBAD, NM.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — PERINI CAPITAL shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2026 — PERINI CAPITAL reported RAUM up 52% ($217.4M -> $329.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — PERINI CAPITAL reported RAUM up 35% ($161.0M -> $217.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — PERINI CAPITAL moved its main office from RANCHO SANTA FE, CA to SCOTTSDALE, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — PERINI CAPITAL moved its main office from SCOTTSDALE, AZ to RANCHO SANTA FE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2024 — PERINI CAPITAL reported RAUM up 57% ($102.5M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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