# THE PERSPECTIVE GROUP

THE PERSPECTIVE GROUP is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/theperspectivegroup

## Regulatory record

- **CRD number:** 175294
- **SEC file number:** 801-119555
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175294

## About

The Perspective Group is an SEC-registered investment adviser in Lawrence, KS, registered since 2020. It manages approximately $225 million in regulatory assets. The firm has 5 employees and 2 investment advisers.

## Questions

### How does The Perspective Group source proprietary deal flow?

No public information describes The Perspective Group's deal sourcing process. Multi-family offices generally develop proprietary networks through direct relationships with investment banks, private equity firms, and other family offices, but The Perspective Group's specific methods are undisclosed.

### Does The Perspective Group participate in fund commitments or only direct deals?

The Perspective Group has not publicly disclosed its investment vehicle preferences. Multi-family offices commonly allocate capital through both fund commitments and direct co-investments, but this firm's specific posture cannot be confirmed from public sources.

### What investment stages does The Perspective Group typically target?

No public information specifies the investment stage preferences of The Perspective Group. Without disclosure, it is not possible to state whether the firm targets venture, growth, buyout, credit, or other stages.

### Which sectors does The Perspective Group explicitly avoid?

The Perspective Group has not publicly identified any sectors it excludes from its investment universe. No negative screens or exclusion policies are documented in public records.

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- [Stone Steps Financial](https://altss.com/profile/stone-steps-financial-llc)
- [SOFTWEALTH](https://altss.com/profile/softwealth)

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Last updated: 2026-07-06T01:24:27.035Z

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