Perennial Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 587,246
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 124 | 587,246 | 13F-HR | Perennial Advisors, LLC |
| Q4 2025 | 1/12/2026 | 127 | 596,431 | 13F-HR | Perennial Advisors, LLC |
| Q3 2025 | 10/14/2025 | 127 | 577,387 | 13F-HR | Perennial Advisors, LLC |
| Q2 2025 | 7/15/2025 | 123 | 538,297 | 13F-HR | Perennial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 472.2 K | 81.0% | 0 | 96.36 K | -96.36 K |
| ETFs | 101.3 K | 17.4% | 82.1 K | 0 | 82.1 K |
| Debt | 9.115 K | 1.6% | 408 | 0 | 408 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
587,246
Holdings
124
QoQ value change ($000)
-9,185
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.