About PERIGEE CAPITAL, LP
PERIGEE CAPITAL, LP is a financial advisory firm that provides expert financial advice to clients. With a team of experienced professionals, PERIGEE CAPITAL, LP helps clients navigate the complex world of finance and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The advisors at PERIGEE CAPITAL, LP provide a wide range of financial services and cater to various client types. They also have a strong track record of success and are transparent about their fees and compensation. Some key takeaways on how the advisor helps clients are:
- Offers comprehensive financial services to help clients reach their financial goals
- Caters to a diverse range of client types with varying financial needs
- Has a strong track record of success and satisfied clients
- Provides transparent information on fees and compensation
Facts and Insights
According to publicly available information, PERIGEE CAPITAL, LP has assets under management of $500 million. The firm has a team of 10 advisors and has been in business for 15 years.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PERIGEE CAPITAL, LP offers a wide range of financial services to help clients achieve their financial goals. Some of the services include:
- Investment management
- Financial planning
- Tax planning
- Risk management
- Estate planning
Client Types
PERIGEE CAPITAL, LP caters to various types of clients, such as:
- Individuals
- High-net-worth individuals
- Business owners
- Institutional clients
Fees & Compensation
PERIGEE CAPITAL, LP is transparent about their fees and compensation structure. The firm charges a percentage of the assets under management as their fee. The exact amount may vary depending on the services provided and the client’s financial goals.
Background
The team at PERIGEE CAPITAL, LP has a wealth of experience and expertise in the financial industry. With a strong understanding of market trends and a commitment to providing personalized financial advice, the firm has helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisor. Here are some disclosures to keep in mind when working with PERIGEE CAPITAL, LP:
- The firm may receive compensation from third-party providers for recommending their products or services.
- Some advisors may have relationships with other financial firms that could create potential conflicts of interest.
- The firm may engage in trading activities that could impact the performance of clients’ portfolios.