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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal pioneerAtlas fusion +more
- Established Date
- 06-29-2001
- Office Locations
- 3
Office Locations
About Peregrine Asset Advisers, Inc.
Peregrine Asset Advisers is an investment management team serving retail and institutional clients with portfolio construction and financial planning focused on long-term financial independence. The firm allocates primarily with ETFs, mutual funds, and fixed income, with client assets held at Fidelity and Charles Schwab. It reports composite performance and uses the S&P 500 as a benchmark without attempting to replicate the index.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL STEWART BOTTI
Chief Compliance Officer, President, Principal
- CRD
- #1272707
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GRANT EMERSON KERGER
Principal
- CRD
- #4694382
JOHN BRADFORD KINGERY
--
- CRD
- #1504867
Radial delta
Peak atlas eagle
- CRD
- #74351
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $606,126,314 | $1,289,630 |
| Non-Discretionary | $4,868,901 | $811,484 |
| Total | $610,995,215 | $1,283,603 |
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Separately Managed Accounts
Total SMA Asset: $610,995,215
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $189,294,227 | 24.2% |
| U.S. Government/Agency | $194,769,680 | 24.9% |
| Cash | $226,840,190 | 29.0% |
| Corporate - Investment Grade | $121,242,170 | 15.5% |
| Municipal Bonds | $50,061,283 | 6.4% |
| Total | $782,207,550 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY TIMBER | WAVE UNISON | J7VZKDPNM | PNKTM | 8.15% | $42,478,916 |
| OPTIMA BRIDGE CAPITAL | FOUNDATION CATALYST | SP51625HW | DLW | 4.06% | $24,143,778 |
| PRIME LEGACY | FRONTIER FOUNDATION | 8U80UUUTT | ANMS | 10.84% | $4,196,193 |
| SIGNAL EMBER | TIMBER ATLAS | ABRMJJTH5 | RVH | 9.54% | $36,643,470 |
| FOUNDATION FUSION | SIGNAL UNISON | 5JMDJ2CZS | YOHN | 7.42% | $57,729,989 |
| HARBOR RADIAL VITAL | VALUE CATALYST | JRAW7Y4U6 | BWL | 6.38% | $68,517,924 |
| TIMBER SUMMIT | ATLAS FUSION | A4RGIA193 | LTXT | 1.70% | $96,081,751 |
| VERTEX EMBER | HARBOR WAVE | 8PYXZPRJY | PHURC | 9.53% | $66,712,506 |