Perkins Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,977,420
Clients
128
Advisors
1
of 9 employees
About
Perkins Capital Management provides discretionary portfolio management primarily to individual and high‑net‑worth households, offering both equity and balanced account strategies. The firm reports about $147.8 million in regulatory assets under management across roughly 128 client accounts.
The brochure describes a documented investment process covering methods of analysis, investment strategies, trade allocation and review, and notes that the firm manages accounts on a discretionary basis with side‑by‑side management. It also discloses practices related to brokerage, custody, and participation in wrap fee programs.
What is distinctive about Perkins is that it serves investment company clients and provides portfolio management for investment companies, a service that is uncommon for firms of its size. The firm also acts as a wrap fee program sponsor and may permit the use of borrowing in separately managed accounts, which are features not widely reported among its peers.
Client services
Expertise
Main office
730 Lake Street East
Wayzata MN 55391-1769
Advisors at this office
1
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Iowa · Massachusetts · Minnesota · New York · South Carolina · South Dakota · Texas · Vermont · Wisconsin
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.
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