Updated:
Perissos Private Wealth Management
Perissos Private Wealth Management is a registered investment advisor for high-net-worth families, with no public AUM, founders, or strategy details...
Perissos Private Wealth Management
Perissos Private Wealth Management was founded at an undisclosed date, with no public records identifying its founder, founding year, or the source of wealth that seeded the firm. The name "Perissos" implies a philosophical commitment to enduring wealth management across generations, but the firm has not published a founding story, team biography, or strategic focus on its public channels. This lack of self-disclosure is common among boutique RIAs that serve a small, private client base and avoid media attention. Investment strategy and asset-class allocation at Perissos are not documented in any verifiable public source. There is no record of direct investments, fund commitments, co-investments, or named portfolio companies. The firm's regulatory filings indicate it is a state-registered investment advisor, but no Form ADV summary or brochure is easily accessible to confirm AUM, fee structure, or client composition. Geographic footprint remains unknown. Team size and office locations are absent from public records. Perissos has not disclosed whether it operates philanthropic vehicles, maintains operating company subsidiaries, or participates in industry networks such as R360 or Tiger 21. No recent operational events—such as personnel changes, regulatory actions, or new service offerings—have been reported in the last 24 months. The key structural differentiator for Perissos is its opacity: the firm has chosen not to maintain a public website, LinkedIn presence, or media profile, which is a legitimate but uncommon posture in the wealth management industry. This absence of public data limits institutional allocators' ability to conduct due diligence without a direct introduction.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who founded Perissos Private Wealth Management?
The founder of Perissos Private Wealth Management is not disclosed in any public record, regulatory filing, or media coverage. The firm has not published a biography or leadership page. This level of privacy is consistent with smaller family-office RIAs that serve a limited client base and avoid publicity.
What services does Perissos Private Wealth Management offer?
Based on its regulatory registration as an investment advisor, Perissos likely provides traditional wealth management services including portfolio construction, financial planning, and estate planning. However, specific service offerings are not described in any public document, and the firm has not released a client brochure or Form ADV Part 2A.
Does Perissos Private Wealth Management have a website or social media presence?
As of public records review, Perissos Private Wealth Management does not maintain an active website, LinkedIn profile, or other public-facing digital presence. This is an deliberate choice that limits the firm's visibility to prospective clients and institutional counterparties who cannot conduct preliminary research online.
What is the minimum investment threshold for Perissos?
No minimum investment threshold has been publicly disclosed by Perissos. Without an SEC Form ADV or firm marketing materials, the typical account minimum—often $5 million to $10 million for multi-family office RIAs—is speculative. Potential clients would need to contact the firm directly.
Is Perissos Private Wealth Management registered with the SEC?
Perissos Private Wealth Management is state-registered as a registered investment advisor, not SEC-registered. This status typically indicates assets under management below the SEC threshold of $110 million, suggesting a boutique or emerging firm scale. Exact registration details should be verified through state securities regulators.
How does Perissos Private Wealth Management source investment opportunities?
Publicly available information does not describe how Perissos sources or evaluates investment opportunities. As a private RIA, the firm may rely on traditional asset manager relationships, direct indexing, or third-party funds, but no specific sourcing model—such as proprietary deal flow or a family-office club—has been documented.
What geographic regions does Perissos serve?
The geographic footprint of Perissos is unknown from public sources. The firm's state registration suggests it operates in at least one US state, but no office locations or client concentration regions have been disclosed. Without a registered headquarters address, the primary service area cannot be confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: