Perkins Investment Management LLC

Perkins Investment Management LLC (CRD# 126925) is a financial advisory firm headquartered in Chicago, IL. They manage $7,999,895,367 in 154 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,000
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $51,947,373
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Perkins Investment Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Craig S. Kempler
CRD#: 4012223
311 S. Wacker Drive, Ste. 6000, Chicago, IL 60606
93
Wealthminder
score

Craig Kempler (CRD# 4012223) is an Investment Advisor Representative working at Perkins Investment Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

2
Robert H. Perkins
CRD#: 725935
311 S. Wacker Drive, Ste. 6000, Chicago, IL 60606
93
Wealthminder
score

Robert Perkins (CRD# 725935) is an Investment Advisor Representative working at Perkins Investment Management LLC in Chicago, IL and has over 36 years of experience in the finance industry.

3
Thomas M. Perkins
CRD#: 1459679
580 California Street, San Francisco, CA 94104
93
Wealthminder
score

Thomas Perkins (CRD# 1459679) is an Investment Advisor Representative working at Perkins Investment Management LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

4
Kevin R. Preloger
CRD#: 2781148
311 S. Wacker Drive, Ste. 6000, Chicago, IL 60606
93
Wealthminder
score

Kevin Preloger (CRD# 2781148) is an Investment Advisor Representative working at Perkins Investment Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

5
Theodore M. Thome
CRD#: 4592399
311 S. Wacker Drive, Ste. 6000, Chicago, IL 60606
93
Wealthminder
score

Theodore Thome (CRD# 4592399) is an Investment Advisor Representative working at Perkins Investment Management LLC in Chicago, IL and has over 14 years of experience in the finance industry.

6
Justin J. Tugman
CRD#: 2746069
311 S. Wacker Drive, Ste. 6000, Chicago, IL 60606
93
Wealthminder
score

Justin Tugman (CRD# 2746069) is an Investment Advisor Representative working at Perkins Investment Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.