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- Custodian
- Morgan Stanley · RBC · UBS
- Clients
- Retail and Institutional
- Platforms
- Momentum foundation
- 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.
Team overview
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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%
Fusion atlas
Beacon unison fusion
- CRD
- #10363
- Ownership
- 23.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,022,321 | $939,340 |
| Non-Discretionary | $0 | -- |
| Total | $139,022,321 | $939,340 |
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Separately Managed Accounts
Total SMA Asset: $132,159,121
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $71,217,769 | 12.8% |
| Cash | $144,661,094 | 26.0% |
| U.S. Government/Agency | $205,307,476 | 36.9% |
| Other | $135,202,484 | 24.3% |
| Total | $556,388,823 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX SIGNAL | MOMENTUM PATHWAY | G6D5O0BKD | WPI | 11.52% | $5,211,585 |
| VITAL CAPITAL | FRONTIER GLACIER | YZ01S2YA8 | RPKEP | 11.26% | $10,990,091 |
| FRONTIER ALPHA FOUNDATION | CAPITAL VERTEX | BSVB88A3A | THHZ | 5.45% | $118,215,548 |
| ZENITH MERIDIAN UNISON | FOCUS INSIGHT | BY65B0G0P | OQY | 4.11% | $10,231,305 |
| CATALYST EMBER OAK | PIONEER PRIME | 6ROU9941K | GTT | 5.39% | $48,346,060 |
| ZENITH FOCUS ZENITH | RADIAL MATRIX | AFS7VZHLL | JDOJ | 4.71% | $75,509,368 |
| GLACIER BEACON | MERIDIAN PATHWAY | WUOH2TZT7 | ZMD | 5.01% | $101,196,844 |
| WAVE RADIAL | EMBER QUANTUM | UDFE20ISI | JLM | 7.12% | $56,322,415 |