CRD: 288905
Perimeter Investments
Littleton, CO
3033472884
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-04-2017
- Office Locations
- 1
Office Locations
-- Littleton CO
About Perimeter Investments
Perimeter Investments is a Littleton-based RIA. The firm has been operating for 8 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vector beacon Horizon Pathway
Client Personas
Glacier
Investment Vehicles
Ember
Services
Delta Momentum Fusion delta
Owner & Executives
GERARD FRANCIS HALLAREN
Chief Compliance Officer, Chief Investment Officer
- CRD
- #1408026
- Ownership
- 75% or more
(222) 592-9735
peak.horizon@vectorcapital.com
in linkedin.com/in/harbor-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,800,000
Equity - Exchange:
46.1% U.S. Government/Agency:
35.5% Cash:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,013,130,924 | 46.1% |
| U.S. Government/Agency | $3,090,371,970 | 35.5% |
| Cash | $1,601,770,261 | 18.4% |
| Total | $8,705,273,155 | 100.0% |