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PERISCOPE EQUITY LLC

CHICAGO, IL · CRD 290326 · IAPD ↗ · periscopeequity.com · 312-281-6205

$667.0MRegulatory AUM
15Advisory reps
16Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — PERISCOPE EQUITY LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — PERISCOPE EQUITY LLC crossed $500M in regulatory AUM ($436.3M -> $683.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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