# Perea Capital

> Perea Capital is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 171657
- Filed as: PEREA CAPITAL
- Legal name: Perea Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171657
- AdvisorCensus page: https://advisorcensus.com/firm/perea-capital-houston-tx-171657

## Quick answers

**How is Perea Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Perea Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Perea Capital located?**
Perea Capital's principal office is in Houston, TX, according to its Form ADV.

**Is Perea Capital registered with the SEC or a state?**
Perea Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 171657.

**How much does Perea Capital manage?**
Perea Capital reports $164,185,986 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Perea Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (25).

**Does Perea Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171657

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $164,185,986
- Discretionary: $164,185,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 25 | $164,185,986 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pereacapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 30, 2021 |
| October 2022 | Not reported | Not reported | March 23, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $164,185,986 | 1 | June 8, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perea Capital (CRD 171657): Form ADV filing data as of October 2026.