RIA Intel›Advisers›Florida›HIGH PERCH LLC

HIGH PERCH LLC

Advisory

N·BOCA RATON, FL

Data as of May 11, 2017 · Source: SEC Form ADV

Total AUM

$630M

1-Year AUM Growth

-5.3%

3-Year CAGR

-11.5%

Employees

3

Assets Under Management

Total AUM$630M

Discretionary AUM$630M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingFeb 11, 2003

Latest FilingMay 11, 2017

🔒 Full AUM trend chart and 35 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HIGH PERCH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.