SourcingSourcing

PERIOPE, LC

C47
CRD 144256·SEC 801-130296·ST. GEORGE, UT
AUM
$177.2M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$532K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERIOPE, LC
CRD
144256
SEC file #
801-130296
EIN
—
DBA names
—

Economics

AUM
$177.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$152.0M → $177.2M▲ +17%
Client mix
Individuals Other508
Individuals High Net Worth120

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
ST. GEORGE UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
periope.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUBLER, CLAUDE, JON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GUBLER, CLAUDE, JON
GUBLER, HUNTER, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
PERIOPE.COM
Rdap Domain Creation Date
2006-01-18T17:30:14Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
DomainPeople, Inc.

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-18T17:30:14Z
Rdap Domain Last Changed
2024-01-19T15:34:00Z
Rdap Nameservers
Ns1.vercel-dns.comNs2.vercel-dns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3089980
Trust Company Affiliate
No

People (3)

3
GUBLER, CLAUDE, JON
IAR · Direct Owner · 87.5%
3089980
GUBLER, HUNTER, J
IAR · Executive Officer · 2.5%
7427284
Clayton Leon Horton
IAR
8040430