{
  "crd_number": 144256,
  "slug": "periope-lc-st-george-ut-144256",
  "primary_business_name": "PERIOPE, LC",
  "legal_name": "PERIOPE, LC",
  "dbas": [],
  "city": "St. George",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41100",
  "metro": {
    "cbsa_code": "41100",
    "common_name": "St. George",
    "msa_name": "St. George, UT",
    "path": "/advisors/ut/st-george"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 177241870.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 177241870.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 53116469.0,
      "count": 508
    },
    "high_net_worth_individuals": {
      "raum": 124125401.0,
      "count": 120
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NM",
    "NV",
    "TX",
    "UT"
  ],
  "websites": [
    "https://periope.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144256",
  "city_as_filed": "ST. GEORGE",
  "url": "https://advisorcensus.com/firm/periope-lc-st-george-ut-144256",
  "display_name": "Periope, LC",
  "summary": "Periope, LC is an SEC-registered investment advisory firm in St. George, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Periope, LC (CRD 144256): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Periope, LC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Periope, LC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Periope, LC located?",
      "a": "Periope, LC's principal office is in St. George, UT, according to its Form ADV."
    },
    {
      "q": "Is Periope, LC registered with the SEC or a state?",
      "a": "Periope, LC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 144256."
    },
    {
      "q": "How much does Periope, LC manage?",
      "a": "Periope, LC reports $177,241,870 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary)."
    },
    {
      "q": "How have Periope, LC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Periope, LC: Regulatory assets under management: $124,920,593 in the October 2024 data and $177,241,870 in the October 2026 data, up 42%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Periope, LC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (508); high net worth individuals (120)."
    },
    {
      "q": "Which custodians does Periope, LC use?",
      "a": "Periope, LC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Periope, LC report any disciplinary disclosures?",
      "a": "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/144256"
    },
    {
      "q": "Does Periope, LC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"We offer investment advisory services to individuals, high net worth individuals, pension and profit sharing plans (but not the plan participants), corporations, and other business entities. We do not have any minimum account requirements.\""
    },
    {
      "q": "What changed in Periope, LC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $151,987,565 to $177,241,870 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124920593.0,
      "total_employees": 2,
      "filing_date": "2024-04-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151987565.0,
      "total_employees": 2,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 177241870.0,
      "total_employees": 3,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $151,987,565 to $177,241,870 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We offer investment advisory services to individuals, high net worth individuals, pension and profit sharing plans (but not the plan participants), corporations, and other business entities. We do not have any minimum account requirements."
        ]
      }
    ],
    "quotes": [
      "We offer investment advisory services to individuals, high net worth individuals, pension and profit sharing plans (but not the plan participants), corporations, and other business entities. We do not have any minimum account requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI Investments Company",
      "name_as_filed": "SEI INVESTMENTS COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/periope-lc-st-george-ut-144256.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 508,
      "fewer_than_5": false,
      "raum": 53116469.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 120,
      "fewer_than_5": false,
      "raum": 124125401.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144256",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}