Perennial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$741,395,989
Clients
117
Advisors
5
of 5 employees
About
Perennial serves individual clients (both non‑HNW and high‑net‑worth), family offices, trusts, estates, small businesses and other organizations, providing wealth advisory and financial planning as well as discretionary and non‑discretionary portfolio management. The firm also advises on alternative investment vehicles (private equity, venture capital, real estate, structured credit) and coordinates with clients’ tax, accounting and legal advisors as part of its wealth advisory services.
Perennial describes a customized, tax‑aware investment process that emphasizes fundamental research, pragmatic diversification, deliberate rebalancing and efforts to minimize fees and taxes, often implementing portfolios with individual equities, ETFs and a range of fixed‑income securities. The brochure discloses that the firm may use margin borrowings and options strategies in client accounts and may recommend private partnership vehicles where appropriate.
What is distinctive in the ADV is the firm’s explicit use of derivatives and borrowing within separately managed accounts and its disclosure that it shares performance results—practices that are less common among peer team firms. Managing approximately $762 million for about 117 clients with four advisors, Perennial combines a small‑team service model with access to institutional custody and research services described in the brochure.
Client services
Expertise
Fee options
Supplemental Services Fee charged as additional fixed fee depending on scope and complexity
Main office
1350 Avenue of the Americas, Suite 1920
New York NY 10019
Advisors at this office
5
Most active in
California · Connecticut · Florida · Massachusetts · New Jersey · New York · Texas
Also doing business as
Perennial · Perennial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Chris H
Series 65
New York, NY
Perennial
Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.
Maxwell L
Series 65
New York, NY
Perennial
Maxwell Levi is a financial advisor at Perennial with a Series 65 designation and three years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients across a range of net worth levels, family offices, trusts, estates, small businesses, and other organizations. The firm provides wealth advisory and financial planning, discretionary and non-discretionary portfolio management, and advises on alternative investments, using a customized, tax-aware approach that incorporates fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes.
Scott S
Series 65
New York, NY
Perennial
Scott Strasser is a financial advisor at Perennial Advisors, LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Perennial since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and fee and tax minimization, utilizing equities, ETFs, fixed income, derivatives, and borrowing strategies.
Jacqueline D
Series 65
New York, NY
Perennial
Jacqueline Di Santo is a Series 65-licensed advisor at Perennial in New York, NY, with one year of industry experience. Her prior work includes seven years at The Ursuline School and four years at Wake Forest University. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations with wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process incorporating fundamental research, diversification, rebalancing, and fee and tax minimization, often using equities, ETFs, fixed income, derivatives, and margin strategies.
Shyamli M
Series 65
New York, NY
Perennial
Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.
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