Perennial - Investment Advisers

About Perennial

Perennial Advisors, LLC is an investment adviser headquartered in New York, New York, and is listed among US investment advisers. Registry records show regulatory assets under management of $761.92 million and five employees. It is also one of the investment advisers in New York. The firm was co-founded by Chris Heintz, Scott Strasser and Shyamli Milam. Heintz and Strasser are Managing Partners, and Milam is a Partner who oversees portfolio research and analysis. Before founding the firm, Heintz founded and served as Chief Investment Officer of Perennial Investors, a long-biased equity hedge fund that grew to about $400 million across three value-oriented strategies over nine years, and Milam was its Director of Research. Strasser previously served as a Managing Director at GB Merchant Partners, where he helped manage a $320 million private equity fund. The partners describe themselves as investors who have worked as principals, with more than sixty years of combined experience in public and private equity. The firm says it was established to advocate for clients in a more thoughtful way, and that its clients tend to take a long-term view. Its services are directed at families, professionals and institutions.

Key Facts

Assets Under Management

$761.92M

Employees

5

SEC File Number

801-78537