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A16Z PERENNIAL MANAGEMENT, L.P.

MENLO PARK, CA · CRD 324429 · IAPD ↗ · a16z.com · (650) 798-5800

$2.75BRegulatory AUM
10Advisory reps
26Employees
0Clients
51-100Planning clients
7Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — A16Z PERENNIAL MANAGEMENT, L.P. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — A16Z PERENNIAL MANAGEMENT, L.P. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — A16Z PERENNIAL MANAGEMENT, L.P. reported RAUM up 51% ($1.82B -> $2.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — A16Z PERENNIAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($822.4M -> $1.82B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2024 — A16Z PERENNIAL MANAGEMENT, L.P. now reports custody of client assets ($812.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — A16Z PERENNIAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($105.0M -> $812.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — A16Z PERENNIAL MANAGEMENT, L.P. grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — A16Z PERENNIAL MANAGEMENT, L.P. now reports 3 private fund(s) ($57.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
78
April 2024 — A16Z PERENNIAL MANAGEMENT, L.P. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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