Perigee Capital provides portfolio management for pooled vehicles. The firm advises 118 private funds.
Perigee Capital reports 119 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($426M across 119 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 119 | $426M | 100.0% | $3.58M |
| Total | 119 | $426M | 100% | $3.58M |
- Clients
- 119
- Regulatory AUM
- $426M
- AUM share
- 100.0%
- Avg. per client
- $3.58M
Total
- Clients
- 119
- Regulatory AUM
- $426M
- AUM share
- 100%
- Avg. per client
- $3.58M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 118
Perigee Capital is paid through fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Strobel Investments, L.P. owns 75% or more of Perigee Capital and is in turn owned by Osprey Trust (75% or more). The leadership team of Perigee Capital includes Chief Compliance Officer George Strobel. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Perigee Capital, LP
Strobel Investments, L.P.
Control person · since May 2002
- Owns 75% or more of Strobel Investments, L.P.
Osprey Trust
Control person · since March 2016
George Strobel
Limited partner · since July 2002
Jessica Royko
Trustee · since March 2016
Strobel Investment Advisors, Inc.
General partner · Control person · since July 2002
- Owns 75% or more of Strobel Investment Advisors, Inc.
George L. Strobel Second Descendant'S Trust
Control person · since July 2002
Caroline Strobel
Trustee · since April 2002
- Owns 50% to 75% of Perigee Capital, LP
Judith Golden
Control person · since July 2002
Perigee Capital’s regulatory assets grew 3.3× from $127M (March 2023) to $426M (March 2026); clients rose from 48 to 119 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $426M | 119 | 1 | 1 |
| Mar 2025March 2025 | $1.12B | 112 | 1 | 1 |
| Mar 2024March 2024 | $698M | 76 | 1 | 1 |
| Mar 2023March 2023 | $127M | 48 | 1 | 1 |
Besides its headquarters, Perigee Capital has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1990 Main Street, PH 11, SarasotaHQ
Contact and registration details
- Legal name
- Perigee Capital, LP
- Headquarters
- 1990 Main Street, PH 11, Sarasota, FL 34236
- Website
- perigeegroup.com
- Phone
- 941-955-0929
- SEC file
- 801-127281
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Perigee Capital does not have custody of client assets.
How many clients does Perigee Capital have?
Perigee Capital has 119 clients and manages $426 million for them, as of March 2026. They include 119 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Perigee Capital offer?
Perigee Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Perigee Capital have?
Perigee Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Perigee Capital?
Perigee Capital’s direct owners are Strobel Investments, L.P. (75% or more) and Judith Golden (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Perigee Capital get paid?
Perigee Capital is paid through fixed fees. 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 Perigee Capital?
Perigee Capital’s main office is at 1990 Main Street, PH 11, Sarasota, FL 34236. Its phone number is 941-955-0929. Its website is perigeegroup.com.