Perigon Wealth Management is an investment advisor in San Francisco with $4.83 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200879944
SEC advisor number
801-62988
FINRA CRD number
131037
AUM ?
$4.83 bn
(as of 12 Jun 23)
Accounts
9,185
(as of 12 Jun 23)
Employees
102
(61 investment advisory or research)
Address
Perigon Wealth Management
201 MISSION STREET
SUITE 1825
SAN FRANCISCO
CA 94105
201 MISSION STREET
SUITE 1825
SAN FRANCISCO
CA 94105
Office hours
Monday - Friday, 9:00AM- 5:00PM
Phone
4154304140
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hart, Philip, Allen | Founder and Partner | 01/2019 | < 5% |
Ambarik, Arthur, John | Chief Executive Officer and Partner | 01/2019 | < 5% |
Ambarik, Arthur, John | Partner | 06/2014 | 25-50% |
Perigon Financial Holdings, LLC | Member | 01/2019 | > 75% |
Perigon Partners, LLC | Member | 01/2019 | > 75% |
Pinson-rose, Charles, Bernard | Chief Financial Officer and Partner | 01/2019 | < 5% |
Paul, Jeremy | Owner | 10/2017 | > 75% |
JHBJ Holdings, LLC | Partner | 01/2020 | 25-50% |
Holt, Courtney, Lynne | Head of People and Chief Compliance Officer | 03/2022 | < 5% |
Sturmak, Lindsay, Hambleton | Partner | 12/2019 | < 5% |
Paul, Jeremy | President, Partner | 11/2019 | < 5% |
Hoy, Jonathan, Patrick | Chief Operating Officer | 12/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Dec 22
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22