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PERCHERON CAPITAL

SAN FRANCISCO, CA · CRD 312004 · IAPD ↗ · percheroncapital.com · (415)738-4340

$5.06BRegulatory AUM
63Advisory reps
76Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — PERCHERON CAPITAL reported RAUM up 41% ($3.59B -> $5.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — PERCHERON CAPITAL grew from 54 to 63 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
July 2025 — PERCHERON CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — PERCHERON CAPITAL grew from 37 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — PERCHERON CAPITAL reported RAUM up 51% ($2.05B -> $3.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PERCHERON CAPITAL grew from 20 to 37 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.