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Perry D. Reed & Company, P.C.
Perry D. Reed & Company, P.C. is a US-based multi-family office founded by Perry D. Reed, offering wealth management and advisory services.
Perry D. Reed & Company, P.C.
Perry D. Reed & Company, P.C. is a multi-family office structured as a professional corporation. The firm was founded by Perry D. Reed, whose background includes public accounting and wealth advisory. The firm's wealth-origin context is not publicly disclosed, and it does not report managing assets for a single identifiable fortune. The firm provides investment management, tax planning, and estate advisory services. It does not appear to operate a pooled fund vehicle or pursue direct investments in private companies. Service delivery is client-specific, with no publicly cited deployment in named portfolio companies, funds, or co-investments. The geographic footprint appears limited to the United States. Team size and additional offices are not disclosed. The firm's structure as a professional corporation suggests a regulated RIA model with fiduciary duties to clients. No recent operational events in the last 24 months are verifiable from public records. The firm has no known adjacent philanthropic or operating-company vehicles. The structural differentiator is its professional corporation form — a multi-family office that likely serves unrelated families under a unified advisory platform, distinct from single-family offices tied to one fortune. This structure implies regulatory oversight and potential scale in serving multiple client groups simultaneously.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Principals
Perry D. Reed
Founder & Principal
Sector focus
Frequently asked questions
Who founded Perry D. Reed & Company, P.C.?
The firm was founded by Perry D. Reed, whose professional background includes public accounting and wealth advisory (public record).
Is Perry D. Reed & Company a single family office or multi-family office?
The firm is structured as a multi-family office, meaning it serves multiple families rather than managing the wealth of a single family (per the firm's name and structure).
What services does Perry D. Reed & Company provide?
The firm offers investment advisory, tax planning, and estate structuring to high-net-worth clients. It operates under a professional corporation model, indicating a regulated fiduciary framework (public record).
Does Perry D. Reed & Company invest in private companies or funds?
No public information indicates direct investments in private companies or fund vehicles. The firm appears focused on managing client portfolios through securities and traditional wealth management tools.
Is the underlying wealth of clients disclosed?
No. The firm does not publicly identify the source of wealth it manages, nor does it report AUM or client names (public record).
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.
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