Perennial Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 669,379
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 140 | 669,379 | 13F-HR | Perennial Advisors, LLC |
| Q2 2026 | 7/13/2026 | 138 | 649,221 | 13F-HR | Perennial Advisors, LLC |
| 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 | 508.5 K | 76.7% | 4.684 K | 0 | 4.684 K |
| ETFs | 144.9 K | 21.9% | 14.79 K | 0 | 14.79 K |
| Debt | 9.652 K | 1.5% | 349 | 0 | 349 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
669,379
Holdings
140
QoQ value change ($000)
20,158
(3.1%)
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.