The PERPETUAL LIMITED GROUP is a privately held investment adviser that advises $117.2Bn in regulatory assets under management held in 5 SEC fund types across 8 investment strategies. PERPETUAL LIMITED GROUP is a Public/Private Fund Assets decreased by 4.56% over the last 5-years.
The Group has been registered with the SEC for 126.66 years and is comprised of 6 filing and 1 relying advisers. They operate out of 8 office locations with their Headquarters at 2200 ROSS AVENUE, 31ST FLOOR, DALLAS, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 8 US and Non-US bodies.
They have 480 employees comprised of 184 investment and 296 non-investment staff. The total number of Employees increased by 23.08% over the last 5-years.
Their $117.2Bn in assets advised are owned by 205 private funds, 258 public funds and BDCs and 472 other accounts. Assets of Investment Companies (IC) clients own $44.76Bn or 38.19% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $24.83Bn or 21.18% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and FI/Credit - Asset Backed Securities, representing 83.14%, 5.72% and 5.49% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 28 Fund Administrators, 6 Fund Auditors, 1 Prime Brokers, 21 Custodians and 22 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
PERPETUAL LIMITED GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.