CRD: 153081
Peregrine Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2010
- Office Locations
- 3
Office Locations
About Peregrine Investment Advisors, LLC
Peregrine Investment Advisors, LLC is an independent, SEC-registered, fee-only, employee-owned boutique providing discretionary asset management for individuals, trusts, estates, businesses and charities. Portfolios are tailored to client objectives and allocated across equities and fixed income, including global equities, within a fiduciary, compliance-driven process. Based near Jackson, MS and Atlanta, GA, the firm serves local and out-of-state clients and custodies with Charles Schwab.
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Owner & Executives
KEVIN JAMES ANTHONY
Chief Compliance Officer, Principal
- CRD
- #1552494
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kevin James Anthony Jr.
Associate
- CRD
- #7213382
Brett Burlington
Analyst
- CRD
- --
Pioneer pioneer
Fusion radial eagle
- CRD
- #40727
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,442,604 | $1,788,556 |
| Non-Discretionary | $0 | -- |
| Total | $368,442,604 | $1,788,556 |
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Separately Managed Accounts
Total SMA Asset: $368,442,604
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,065,723,097 | 55.9% |
| Equity - Exchange | $718,443,159 | 13.1% |
| Cash | $1,700,132,666 | 31.0% |
| Total | $5,484,298,922 | 100.0% |