SourcingSourcing

A16Z PERENNIAL MANAGEMENT, L.P.

C35
CRD 324429·SEC 801-127229·MENLO PARK, CA
AUM
$2.74B
$1B+
Est. Revenue
$27.4M
@ 1% on AUM
Est. EBITDA
$8.2M
@ 30% margin
Est. Deal Value
$65.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
A16Z PERENNIAL MANAGEMENT, L.P.
CRD
324429
SEC file #
801-127229
EIN
884276513
DBA names
—

Economics

AUM
$2.74B
AUM band
$1B+
AUM trajectory
'25'26
$1.82B → $2.74B▲ +51%
Client mix
Individuals High Net Worth56
Charitable Organizations10
Pooled Investment Vehicles7

Operations

Employees (total)
26
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
9 advisors → 10 advisors▲ +11%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
a16z.com/perennial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
A16Z PERENNIAL EMPLOYEE HOLDINGS,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
A16Z PERENNIAL EMPLOYEE HOLDINGS,
A16Z HOLDINGS, L.L.C.
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
A16Z.COM
Rdap Domain Creation Date
2009-01-26T06:33:57Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002009275
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2024-02-06
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002009275-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Raymond James12
Fidelity4
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
2865 SAND HILL ROADSUITE 101MENLO PARK, CA 94025
Business
2865 SAND HILL ROADSUITE 101MENLO PARK, CA 94025
Edgar EIN
884276513
Edgar Recent Filings
13F-HR2026-05-12 · 0002009275-26-000002
13F-HR2026-02-10 · 0002009275-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-13T11:59:59Z
Rdap Domain Last Changed
2025-12-12T11:19:47Z
Rdap Nameservers
Ha1.markmonitor.zoneHa2.markmonitor.zoneHa3.markmonitor.zoneHa4.markmonitor.zone
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Trust Company Affiliate
No

People (2)

2
DEL BUONO, MICHEL, ATTILA
Executive Officer · 2.5%
6436122
WALKER, ROBERT, SCOTT THOMAS
Executive Officer · 2.5%
7552343