PERISCOPE EQUITY LLC

One North Wacker Drive
Suite 4050
Chicago, Illinois 60606
Tel: 312-281-6205

About PERISCOPE EQUITY LLC

PERISCOPE EQUITY LLC, formally registered with the SEC as PERISCOPE EQUITY LLC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.

PERISCOPE EQUITY LLC is a Chicago, Illinois based Financial Planning firm with nearly $436,305,427 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290326
SEC#	801-121890
Assets Managed by Firm	$436,305,427
No. of Clients	6
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$436,305,427

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