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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-05-1984
- Office Locations
- 1
Office Locations
About Perkins Capital Management INC
Perkins Capital Management runs the Perkins Discovery Fund, an actively managed micro-cap equity portfolio for aggressive investors across taxable, retirement, and education accounts. The fund targets capital appreciation primarily via common stocks, with flexibility to hold cash or other securities. Co-managed by CFAs Richard C. Perkins (40 years’ experience) and Daniel S. Perkins (33), serving retail and institutional channels.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 24, 2026, reported AUM increased 16.2%, from $127.2M to $147.8M.
Across 5 reported observations, AUM decreased 15.5% between March 30, 2022 and July 24, 2026, from $175.0M to $147.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 133 clients, or 44.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Vehicles
- Technology
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Owner & Executives
DANIEL SCOTT PERKINS
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 50% but less than 75%
RICHARD CHARLES PERKINS
Chief Compliance Officer, President
- CRD
- #851551
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,842,093 | $1,071,320 |
| Non-Discretionary | $0 | -- |
| Total | $147,842,093 | $1,071,320 |
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Separately Managed Accounts
SMA allocation detail is available
Perkins Capital Management INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Perkins Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.