{"url":"https://nivawealth.com/firms/perigee-capital-122085","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122085","regulatoryAum":425687489,"crd":"122085","history":[{"filedOn":"2023-03-27","regulatoryAum":127166693,"clients":48,"employees":1,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":698430628,"clients":76,"employees":1,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":1118428826,"clients":112,"employees":1,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":425687489,"clients":119,"employees":1,"offices":1}],"secFileNumber":"801-127281","legalName":"Perigee Capital, LP","displayName":"Perigee Capital","slug":"perigee-capital-122085","website":"https://perigeegroup.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1990 Main Street, PH 11","city":"Sarasota","state":"FL","stateName":"Florida","country":"United States","postalCode":"34236"},"tradeNames":[],"registration":{"secApproved":"23 March 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":425687489,"discretionary":425687489,"discretionaryAccounts":119,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":119,"regulatoryAum":425687489}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Perigee Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"George Strobel","title":"Managing Director & Chief Compliance Officer","crd":"2654327"}],"ownership":[{"label":"Strobel Investments, L.P.","detail":"Limited partner in the 75% or more ownership band and a control person, since May 2002."},{"label":"Judith Golden","detail":"Indirect owner: a managing member of Perigee Group LLC in the 50% to 75% band and a control person, since July 2002.","parent":"Perigee Group LLC"},{"label":"Strobel Investment Advisors, Inc.","detail":"Indirect owner: general partner of Strobel Investments, L.P. and a control person, since July 2002.","parent":"Strobel Investments, L.P."},{"label":"George Strobel","detail":"Indirect owner: limited partner of Osprey Trust, since July 2002. Also trustee of Osprey Trust, since March 2016. Also grantor of George L. Strobel Second Descendant'S Trust, since April 2002. Also beneficiary of George L. Strobel Second Descendant'S Trust, since April 2002.","parent":"Osprey Trust"},{"label":"George L. Strobel Second Descendant'S Trust","detail":"Indirect owner: a owner of Strobel Investment Advisors, Inc. in the 75% or more band and a control person, since July 2002.","parent":"Strobel Investment Advisors, Inc."},{"label":"Osprey Trust","detail":"Indirect owner: a limited partner of Strobel Investments, L.P. in the 75% or more band and a control person, since March 2016.","parent":"Strobel Investments, L.P."},{"label":"Jessica Royko","detail":"Indirect owner: trustee of Osprey Trust, since March 2016.","parent":"Osprey Trust"},{"label":"Caroline Strobel","detail":"Indirect owner: trustee of George L. Strobel Second Descendant'S Trust, since April 2002.","parent":"George L. Strobel Second Descendant'S Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1990 Main Street, PH 11","city":"Sarasota","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"941-955-0929","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":118},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/122085/PDF/122085.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Perigee Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Perigee Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Perigee Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Perigee Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Perigee Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Perigee Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}