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PERENNIAL

NEW YORK, NY · CRD 168859 · IAPD ↗ · perennial.com · 212-652-3900

$761.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — PERENNIAL notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — PERENNIAL crossed $500M in regulatory AUM ($455.9M -> $591.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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