SourcingSourcing

PERCEPTIVE ADVISORS LLC.

C22
CRD 154703·SEC 801-71841·NEW YORK, NY
AUM
$11.77B
$1B+
Est. Revenue
$117.7M
@ 1% on AUM
Est. EBITDA
$35.3M
@ 30% margin
Est. Deal Value
$282.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERCEPTIVE ADVISORS LLC.
CRD
154703
SEC file #
801-71841
EIN
000000000
DBA names
Perceptive Advisors

Economics

AUM
$11.77B
AUM band
$1B+
AUM trajectory
'20'26
$5.04B → $11.77B▲ +133%
Client mix
Pooled Investment Vehicles25
Other1

Operations

Employees (total)
49
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
17 advisors → 28 advisors▲ +65%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/perceptive-advisors-llc(social)

Compliance

Disclosures (firm)
5
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDELMAN, JOSEPH, ERIC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
EDELMAN, JOSEPH, ERIC
STONE, ADAM, LEO
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
fallback_guess:perceptive.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001728719
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-02-15
Edgar Last Filing Date
2018-12-18
Edgar Form D Count
2
Edgar Form D Offerings
2018-12-182018-12-18 · 0001728719-18-000003
2018-02-152018-02-15 · 0001728719-18-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
C/O PERCEPTIVE ADVISORS, 51 ASTOR PLACE10TH FLOORNEW YORK, NY 10003
Business
C/O PERCEPTIVE ADVISORS, 51 ASTOR PLACE10TH FLOORNEW YORK, NY 10003
Edgar EIN
000000000
Edgar Recent Filings
D/A2018-12-18 · 0001728719-18-000003
D2018-02-15 · 0001728719-18-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2115413
Trust Company Affiliate
No

People (7)

7
EDELMAN, JOSEPH, ERIC
Direct Owner · 87.5%
2115413
STONE, ADAM, LEO
Direct Owner · 17.5%
5139205
COHN, SHMUEL, MORDECHAI
Executive Officer · 2.5%
8210928
FIERRO, PETER, WILLIAM
Executive Officer · 2.5%
5844113
MANNIX, JAMES, HENRY
Executive Officer · 2.5%
2347977
RAKITIN, ALEXANDER, NMN
Executive Officer · 2.5%
5841788
ROSNER, MARCEL, TREBOUX
Executive Officer · 2.5%
8058053