# Perennial Advisors Group, LLC

> Perennial Advisors Group, LLC is an SEC-registered investment advisory firm in Westford, MA, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 128600
- Filed as: PERENNIAL ADVISORS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westford, MA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128600
- AdvisorCensus page: https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600

## Quick answers

**How is Perennial Advisors Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Perennial Advisors Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Perennial Advisors Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Perennial Advisors Group, LLC located?**
Perennial Advisors Group, LLC's principal office is in Westford, MA, according to its Form ADV.

**Is Perennial Advisors Group, LLC registered with the SEC or a state?**
Perennial Advisors Group, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 128600.

**How much does Perennial Advisors Group, LLC manage?**
Perennial Advisors Group, LLC reports $397,397,651 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Perennial Advisors Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Perennial Advisors Group, LLC: Regulatory assets under management: $268,925,325 in the October 2021 data and $397,397,651 in the October 2026 data, up 48%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Perennial Advisors Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (105); individuals (other than high net worth individuals) (86).

**Which custodians does Perennial Advisors Group, LLC use?**
Perennial Advisors Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Perennial Advisors Group, LLC 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/128600

**Does Perennial Advisors Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "We require a minimum account under certain circumstances of $500,000 for investment advisory clients, although this may be reduced at our sole discretion."

**What changed in Perennial Advisors Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $324,022,399 to $397,397,651 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Some clients are charged a percentage of assets under management, up to 1.50%.

> Some legacy clients are charged a flat Wealth Management fee ranging up to $35,000 annually.

> should the client engage us for stand-alone financial planning services, we charge a fixed fee of $5,000.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We require a minimum account under certain circumstances of $500,000 for investment advisory clients, although this may be reduced at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $397,397,651
- Discretionary: $397,397,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $39,322,940 |
| High net worth individuals | 105 | $357,005,476 |
| Charitable organizations | Fewer than 5 | $1,069,235 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $268,925,325 | 3 | March 8, 2021 |
| October 2022 | $298,874,238 | 3 | September 13, 2022 |
| October 2023 | $261,220,453 | 4 | September 28, 2023 |
| October 2024 | $287,080,002 | 4 | July 23, 2024 |
| October 2025 | $324,022,399 | 4 | March 4, 2025 |
| October 2026 | $397,397,651 | 4 | July 29, 2026 |

Regulatory assets under management: $268,925,325 in the October 2021 data and $397,397,651 in the October 2026 data, up 48%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $324,022,399 to $397,397,651 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perennial Advisors Group, LLC (CRD 128600): Form ADV filing data as of October 2026.