Perlus Investment Management LLP (Bishop's Stortford)

Perlus Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perlus Investment Management: assets under management

The assets under management (AUM) of Perlus Investment Management LLP is $69.06 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $69.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.06 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perlus Investment Management LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bishop's Stortford

The principal office where Perlus Investment Management LLP performs its advisory services is located at Pledgdon Lodge, Bishop's Stortford, Cm22 6 Bn, which is also the mailing address of the firm. An additional office of the firm is in Westlake Village, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 01279 850367. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.perlusinvestments.com.

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