1990 Main Street
Ph 11
Sarasota, Florida 34236
Tel: 941-955-0929
PERIGEE CAPITAL, LP, formally registered with the SEC as PERIGEE CAPITAL, LP. The firm was established in 03/23/2023. They have over 1 offices throughout the country.
PERIGEE CAPITAL, LP is a Sarasota, Florida based Financial Planning firm with nearly $698,430,628 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 1 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122085 |
| SEC# | 801-127281 |
| Assets Managed by Firm | $698,430,628 |
| No. of Clients | 76 |
| No. of Advisors | 1 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 76 | $698,430,628 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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