Perennial Investment Advisors, LLC
Perennial Investment Advisors, LLC is a Registered Investment Adviser (RIA) headquartered in Los Angeles, CA. The firm, registered with the SEC, manages portfolios for high net-worth individuals, small businesses, and institutional investors, focusing on customized financial strategies. As of 2025, it has 50 employees, of which 84% are investment professionals and 80% are brokers. The firm's structure and offerings are tailored to meet the evolving needs of its clients through personalized service and fee-based asset management.
Investment Strategy
Perennial Investment Advisors provides portfolio management and investment advisory services, emphasizing customized solutions aligned to each client's goals. The firm works primarily with high net-worth individuals and institutional clients, utilizing a blend of individual securities and diversified fund investments. Their approach is fee-based, which is designed to align the advisor’s incentives with client interests. The portfolio typically includes large-cap equities, ETFs, and other liquid securities, balancing risk and return objectives based on the client’s financial situation and goals.
Latest 13F Filing Activity
Perennial Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 448 equity positions and 24 options positions with a total 13F market value of $1B. The fund increased holdings in Invesco Exchange Traded FD T, Nvidia Corporation, SPDR Series Trust among other positions. Perennial Investment Advisors, LLC reduced exposure to First TR Exchng Traded FD VI, Invesco Exchange Traded FD T, Ishares Inc. among others.
Top Holdings
Equity Positions (448)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 4.94% | $51.2M | 536,744 | $59.66 | $95.32 | +$8.3M |
S SPYV | SPDR SERIES TRUST | 4.14% | $42.9M | 819,774 | $42.71 | $52.34 | +$4.4M |
Q QUS | SPDR SERIES TRUST | 3.85% | $39.8M | 244,173 | $140.84 | $163.09 | +$5.8M |
N NVDA | NVIDIA CORPORATION | 3.28% | $34.0M | 215,246 | $23.21 | $157.99 | +$8.7M |
A AAPL | APPLE INC | 3.16% | $32.8M | 159,664 | $96.17 | $205.17 | -$4.2M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MA | MASTERCARD INCORPORATED | — | Call | $561.9K | 10 | $561.94 | $548.12 | 0 | +$13.8K |
N NFLX | NETFLIX INC | Bought | Call | $535.7K | 4 | $1339.13 | $1034.18 | +1 | +$255.9K |
M META | META PLATFORMS INC | New | Call | $516.7K | 7 | $738.09 | $738.09 | +7 | +$516.7K |
N NVDA | NVIDIA CORPORATION | Bought | Call | $505.6K | 32 | $157.99 | $157.99 | +32 | +$505.6K |
K KLAC | KLA CORP | New | Call | $358.3K | 4 | $895.74 | $895.74 | +4 | +$358.3K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more