Peregrine Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Peregrine Investment Advisors reports 86 clients. They include 49 high-net-worth individuals and 37 individual clients. Of its assets, 100.0% ($368M across 206 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 3% |
| High-net-worth individuals | 57% | 86% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 37 | $12.3M | 3.3% | $332K |
| High-net-worth individuals | 49 | $317M | 86.1% | $6.47M |
| Charitable organizations | Fewer than 5 | $12.4M | 3.4% | — |
| Corporations and other businesses | Fewer than 5 | $26.6M | 7.2% | — |
| Total | 86 | $368M | 100% | — |
- Clients
- 37
- Regulatory AUM
- $12.3M
- AUM share
- 3.3%
- Avg. per client
- $332K
- Clients
- 49
- Regulatory AUM
- $317M
- AUM share
- 86.1%
- Avg. per client
- $6.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.4M
- AUM share
- 3.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $26.6M
- AUM share
- 7.2%
- Avg. per client
- —
Total
- Clients
- 86
- Regulatory AUM
- $368M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Peregrine Investment Advisors charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.90% |
| $1M–$2M | 0.80% |
| $2M–$3M | 0.70% |
| $3M–$4M | 0.60% |
| $4M and above | 0.50% |
Fee details and sources
Magnolia Capital Management, Inc. owns 50% to 75% of Peregrine Investment Advisors and is in turn owned by Kevin Anthony (75% or more). The leadership team of Peregrine Investment Advisors includes Chief Compliance Officer Kevin Anthony. It has 4 employees.
Leadership
- Kevin AnthonyChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Kevin James Anthony
- Kevin James Anthony Jr.
- John O'Donnell Knox JR.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Peregrine Investment Advisors, LLC
Magnolia Capital Management, Inc.
Control person · since February 2010
- Owns 75% or more of Magnolia Capital Management, Inc.
Kevin Anthony
Control person · since April 2005
- Owns 50% to 75% of Peregrine Investment Advisors, LLC
MHJ III, Inc.
Control person · since February 2010
- Owns 75% or more of MHJ III, Inc.
John Knox
Control person · since February 2010
Peregrine Investment Advisors’ regulatory assets grew from $308M (June 2021) to $368M (February 2026); clients rose from 78 to 86 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $368M | 86 | 4 | 2 |
| February 2025 | $344M | 88 | 4 | 2 |
| March 2024 | $333M | 87 | 4 | 2 |
| February 2023 | $292M | 87 | 4 | 2 |
| March 2022 | $352M | 79 | 4 | 2 |
| June 2021 | $308M | 78 | 4 | 2 |
Besides its headquarters, Peregrine Investment Advisors has 1 office, with 2 listed addresses in Georgia and Mississippi.
Georgia · 1 listed address
- North Parkway Square, Atlanta
Mississippi · 1 listed address
- 801 Baptist Drive, Suite 200, MadisonHQ
Contact and registration details
- Legal name
- Peregrine Investment Advisors, LLC
- Headquarters
- 801 Baptist Drive, Suite 200, Madison, MS 39110
- Website
- peregrineinvest.com
- Phone
- 769-216-3232
- SEC file
- 801-71179
- Founded
- 2010
- Structure
- Mississippi LLC
- Fiscal year end
- December
Peregrine Investment Advisors uses Charles Schwab ($367M) as custodian for its separately managed accounts. Peregrine Investment Advisors has custody of $1.43M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $367M100%
At year end, Peregrine Investment Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks6%
- Funds93%
- Cash2%
How many clients does Peregrine Investment Advisors have?
Peregrine Investment Advisors has 86 clients and manages $368 million for them, as of February 2026. They include 49 high-net-worth individuals and 37 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does Peregrine Investment Advisors offer?
Peregrine Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Peregrine Investment Advisors charge?
Peregrine Investment Advisors charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Peregrine Investment Advisors use?
Peregrine Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $367M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026
How many financial advisors does Peregrine Investment Advisors have?
Peregrine Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Peregrine Investment Advisors invest in?
At the end of its last fiscal year, Peregrine Investment Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Peregrine Investment Advisors?
Peregrine Investment Advisors is owned through holding companies by Kevin Anthony and John Knox. Its direct owners are Magnolia Capital Management, Inc. (50% to 75%) and MHJ III, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does Peregrine Investment Advisors get paid?
Peregrine Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Peregrine Investment Advisors?
Peregrine Investment Advisors’ main office is at 801 Baptist Drive, Suite 200, Madison, MS 39110. Its phone number is 769-216-3232. Its website is peregrineinvest.com.