Perennial Investment Partners (U.S.) Inc. (Stamford)

Perennial Investment Partners (U.S.) Inc. is an adviser based in Stamford. It manages $11.92 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Perennial Investment Partners (U.S.) provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perennial Investment Partners (U.S.): assets under management

The assets under management (AUM) of Perennial Investment Partners (U.S.) Inc. is $11.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Perennial Investment Partners (U.S.) Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Perennial Investment Partners (U.S.) Inc.

Andrew H Calderwood has been acting as President since 1 Nov 2006. Antony David Robinson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew H Calderwood	Director/senior portfolio manager/chief compliance officer	1 Nov 2006	Other	3130921
Perennial Investment Partners Ltd.	Owner	1 Nov 2006	75% - 100%	foreign entity
Antony David Robinson	Director	1 May 2007	Other	5364754
Lewis Anthony Bearman	Director	1 May 2007	Other	5364758
Anthony Lionel Patterson	Director	1 May 2007	Other	5364760

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ioof Investment Management Limited	Owner	1 Jun 2000	75% - 100%	foreign entity
Ioof Life Limited	Owner	1 Jun 2002	75% - 100%	foreign entity
Ioof Holdings Limited	Owner	1 Jun 2002	75% - 100%	foreign entity

Based in Stamford

The principal office where Perennial Investment Partners (U.S.) Inc. performs its advisory services is located at 1010 Washington Blvd., Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-323-3350 or by fax 203-323-3352. The normal business hours are 9:00-5:00 est on Monday - Friday.