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.
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 |