Institutional
    SEC Registered

    Perini Capital

    Registered investment advisor · Carlsbad, New Mexico · CRD #158540

    Assets Under Management
    $330M
    Client Accounts
    71
    Employees
    5
    CRD Number
    158540
    Registration
    SEC Registered
    Custodian
    Us Bank, Pershing, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Perini Capital

    Perini Capital is a SEC-registered investment advisory firm headquartered in Carlsbad, New Mexico, managing approximately $330M in regulatory assets across 71 client accounts. The firm's full regulatory record is filed with the SEC under CRD #158540.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Perini Capital

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    Frequently Asked Questions

    What is Perini Capital's AUM?

    Perini Capital reports approximately $330M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Perini Capital headquartered?

    Perini Capital is headquartered in Carlsbad, New Mexico.

    What is Perini Capital's CRD number?

    Perini Capital's CRD number is 158540. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Perini Capital manage?

    Perini Capital manages approximately 71 client accounts according to its latest SEC filing.

    Is Perini Capital SEC registered?

    Yes, Perini Capital is registered with the SEC as an investment adviser with an approved registration status.

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