PEREGRINE INVESTMENT ADVISORS, LLC
  • PEREGRINE INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 03/08/2010
ADV Location MADISON, MS, United States
Contact Info 769 xxxxxxx
Websites
AUM* 368,442,604 11%
of that, discretionary 368,442,604 11%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,788,556 18%
% High Net Worth 52.13% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

368M 316M 263M 211M 158M 105M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WIPFLI LLP Filing Date06/02/2025 Form ADV-E View Report
Accounting Firm Name WIPFLI LLP Filing Date08/16/2024 Form ADV-E View Report
Accounting Firm Name WIPFLI LLP Filing Date07/10/2023 Form ADV-E View Report

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