Perennial Advisors, LLC
Perennial Advisors, LLC is an SEC-registered investment adviser headquartered in New York City, New York. The firm primarily serves high net worth individuals and families, as well as select charitable organizations and businesses. Founded in 2014, Perennial Advisors provides discretionary portfolio management and investment advisory services, focusing on developing individual investment strategies tailored to client needs. The firm employs 5 professionals, with the majority serving as investment advisers.
Investment Strategy
Perennial Advisors, LLC pursues discretionary portfolio management with a focus on US equities and diversified, long-term asset allocation. The firm's investment philosophy emphasizes capital preservation, risk management, and the creation of personalized portfolios tailored to each client's risk tolerance, objectives, and investment horizon. Perennial Advisors aims to achieve attractive risk-adjusted returns, prioritizing high-quality, large-cap companies with strong fundamentals. The majority of client assets are managed for high net worth individuals, and the firm uses a disciplined, research-driven approach to security selection and asset allocation, with active monitoring and periodic portfolio rebalancing.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.61% | $38.2M | 73,682 | $421.05 | $517.95 | +$1.6M |
A AAPL | APPLE INC | 5.36% | $30.9M | 121,443 | $250.43 | $254.63 | +$6.0M |
N NVDA | NVIDIA CORPORATION | 4.43% | $25.6M | 137,154 | $134.29 | $186.58 | +$3.6M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 4.31% | $24.9M | 33 | $798441.58 | $754200.00 | +$838.2K |
G GOOG | ALPHABET INC | 3.81% | $22.0M | 90,250 | $190.16 | $243.55 | +$5.9M |