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Perch Bay Group LLC (New York)


Perch Bay Group LLC is a related adviser based in New York. It manages $16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware and New York.

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Perch Bay Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Perch Bay Group: assets under management

The assets under management (AUM) of Perch Bay Group LLC is $16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perch Bay Group LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Perch Bay Group LLC performs its advisory services is located at 420 Lexington Avenue, New York, NY 10170, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-297-6113 or by fax 212-986-1952. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.perchbaypartners.com.


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