Perigon Wealth Management, LLC is an independent RIA firm, founded, owned and led by lifelong financial advisors. It gives clients peace of mind by identifying and implementing clear, customized plans toward the financial objectives required for their life goals. It also offers financial advisors who join its platform a robust, flexible program that supports the broadest range of affiliation structures and business models. With over $4 billion in client assets, the firm is passionate about speeding the business growth of its advisors and simplifying their operations, while preserving their independence.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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