SourcingSourcing

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

C36
CRD 119436·SEC 801-79412·WAYZATA, MN
AUM
$505.0M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD
119436
SEC file #
801-79412
EIN
—
DBA names
—

Economics

AUM
$505.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$98.6M → $505.0M▲ +412%
Client mix
Individuals Other62
Individuals High Net Worth29
Charitable Organizations6

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
perceptive-edge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARRINGTON, BETH, K
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARRINGTON, BETH, K
CARRINGTON, BRIAN, GUSTAF
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PERCEPTIVE-EDGE.COM
Rdap Domain Creation Date
2002-04-03T21:29:56Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-03T20:29:56Z
Rdap Domain Last Changed
2022-03-01T15:39:35Z
Rdap Nameservers
Ns27.worldnic.comNs28.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4511565
Trust Company Affiliate
No

People (3)

3
CARRINGTON, BETH, K
IAR · Direct Owner · 62.5%
4511565
CARRINGTON, BRIAN, GUSTAF
IAR · Direct Owner · 62.5%
2438487
COLE THEODORE HOLMLUND
IAR
6908341