Perritt Capital Management Inc.
Perritt Capital Management Inc is an independent investment adviser based in Chicago, Illinois. Founded in 1987, the firm is focused on small-cap and micro-cap equity investments and manages mutual funds as well as separately managed accounts. As of September 2024, Perritt manages approximately $270 million in assets and employs around 8 professionals. They serve individual investors, institutional clients, and financial intermediaries.
Investment Strategy
Perritt Capital Management specializes in investing in small-cap and micro-cap U.S. equities, with a disciplined, bottom-up fundamental research process. The firm targets companies with strong management, sustainable competitive advantages, and long-term growth potential, often focusing on underfollowed businesses to seek value and capital appreciation for clients. Risk management and long-term capital preservation are central to their philosophy.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 5.46% | $10.6M | 165,444 | $42.84 | $63.94 | +$442.0K |
V VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 5.33% | $10.3M | 114,526 | $71.09 | $90.12 | +$816.3K |
S SLYV | SPDR S&P 600 SMALL CAP VALUE ETF | 5.17% | $10.0M | 125,524 | $55.74 | $79.76 | +$802.3K |
S SPY | SPDR S&P 500 ETF | 5.08% | $9.8M | 15,942 | $235.51 | $617.85 | +$920.3K |
D DFIS | DIMENSIONAL ETF TRUST | 4.91% | $9.5M | 318,798 | $21.21 | $29.84 | +$1.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
G Gerald Perritt | vice president | Dade City, FL , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
| Director of Research | United States |