Perlmutter Advisors LLC (Highland Park)

Name: Perlmutter Advisors LLC
Address: 1849 Green Bay Road, 4 Th Floor, Highland Park, IL, 60035 3151
Telephone: 847-748-3034

Perlmutter Advisors LLC is a pension cosultant based in Highland Park. It manages $50.68 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.

Perlmutter Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perlmutter Advisors: assets under management

The assets under management (AUM) of Perlmutter Advisors LLC is $50.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perlmutter Advisors LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Perlmutter Advisors LLC

Larry Krasner has served as the Chief Investment Officer since 1 Aug 2010 and Stephen Mark Perlmutter is the Chief Executive Officer of Perlmutter Advisors LLC family office. Craig Steven Arnson joined the executive team most recently as the Chief Compliance Officer & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Steven Arnson	Chief compliance officer & secretary	1 Aug 2010	Other	4031377
Stephen Mark Perlmutter	Chief executive officer	1 Aug 2010	Other	1552932
Terry Leipsig	Chief financial officer & treasurer	1 Aug 2010	Other	5842339
L.L.C. Perlmutter Investment Company	Sole member	1 Aug 2010	75% - 100%	36-4262061
Larry Krasner	Chief investment officer	1 Aug 2010	Other	2628919
Scott Taylor	Director of analysis	1 Aug 2010	Other	5842340

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Norman Perlmutter	77.75% owner of perlmutter investment company, l.l.c.	1 Dec 1998	75% - 100%	1552880

Based in Highland Park

The principal office where Perlmutter Advisors LLC performs its advisory services is located at 1849 Green Bay Road, 4 Th Floor, Highland Park, IL 60035 3151, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-748-3034 or by fax 847-748-3199. The normal business hours are 9 am - 5 pm cst on Monday - Friday. You can find more information about the New York firm at perlmutter.net.