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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-09-2013
- Office Locations
- 1
Office Locations
About Perennial
Perennial is a New York-based, partner-driven wealth management and investment firm serving families, professionals, and institutions. The team bundles advice, portfolio management, and service, emphasizing aligned interests and direct access to the investment professionals managing client assets. Partners bring 60+ years of experience in public and private equity investing; primary custodian is Charles Schwab & Company.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRIS JOSEPH HEINTZ
Chief Compliance Officer, Managing Partner, Principal
- CRD
- #2520867
- Ownership
- 25% but less than 50%
SCOTT FABRIKANT STRASSER
Managing Director, Managing Partner
- CRD
- #6242609
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Maxwell Emerson Levi
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- CRD
- #7823393
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $757,026,199 | $1,541,805 |
| Non-Discretionary | $4,894,686 | $2,447,343 |
| Total | $761,920,885 | $1,545,478 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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