Perini Capital

Perini Capital (CRD# 158540) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $160,996,876 in 82 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
16950 Via De Santa Fe, #102, Rancho Santa Fe, CA 92091
https://www.linkedin.com/company/perinicapitalllc/about/
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,963,377
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, NM, PR, TX

Financial Advisors at Perini Capital
Showing 1 - 3 of 3 top financial advisors.
1
Michael Ciklin, financial advisor Rancho Santa Fe CA
Michael E. Ciklin
CRD#: 2951310
16950 Via De Santa Fe, #102, Rancho Santa Fe, CA 92091

Michael Ciklin (CRD# 2951310) is an Investment Advisor Representative working at Perini Capital in Rancho Santa Fe, CA and has over 10 years of experience in the finance industry.

2
Michael Perini, financial advisor Rancho Santa Fe CA
Michael D. Perini
CRD#: 5509940
16950 Via De Santa Fe, #102, Rancho Santa Fe, CA 92091

Michael Perini (CRD# 5509940) is an Investment Advisor Representative working at Perini Capital in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.

3
Alexander Borlenghi, financial advisor Houston TX
Alexander Borlenghi
CRD#: 7390081
1634 Arlington St., Houston, TX 77008

Alexander Borlenghi (CRD# 7390081) is an Investment Advisor Representative working at Perini Capital in Houston, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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