Perkins Capital Management provides portfolio management for individuals and small businesses.
Perkins Capital Management reports 133 clients. They include 72 individual clients, 56 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($148M across 138 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $7.87M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 42% | 72% |
| Pension and profit-sharing plans | Fewer than 5 | 5% |
| Charitable organizations | 4% | 6% |
| Corporations and other businesses | Fewer than 5 | 5% |
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) | 72 | $19.1M | 12.9% | $265K |
| High-net-worth individuals | 56 | $106M | 71.6% | $1.89M |
| Pension and profit-sharing plans | Fewer than 5 | $6.68M | 4.5% | — |
| Charitable organizations | 5 | $8.93M | 6.0% | $1.79M |
| Corporations and other businesses | Fewer than 5 | $7.25M | 4.9% | — |
| Total | 133 | $148M | 100% | — |
- Clients
- 72
- Regulatory AUM
- $19.1M
- AUM share
- 12.9%
- Avg. per client
- $265K
- Clients
- 56
- Regulatory AUM
- $106M
- AUM share
- 71.6%
- Avg. per client
- $1.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.68M
- AUM share
- 4.5%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $8.93M
- AUM share
- 6.0%
- Avg. per client
- $1.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.25M
- AUM share
- 4.9%
- Avg. per client
- —
Total
- Clients
- 133
- Regulatory AUM
- $148M
- 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
- Financial planning clients last fiscal year
- 0
Perkins Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Perkins owns 50% to 75% of Perkins Capital Management. The leadership team of Perkins Capital Management includes President Harry Lindberg, Chief Operating Officer Daniel Perkins and Chief Compliance Officer Richard Perkins. It has 9 employees, 3 of them in advisory roles.
Leadership
- Harry LindbergVice President
- Richard PerkinsPresident/Chief Compliance Officer
- Daniel PerkinsChief Operating Officer
- Nancy LindbergAvp Operations
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 3 in advisory functions
- Owns 50% to 75% of Perkins Capital Management Inc
Daniel Perkins
Control person · since June 2019
- Owns 50% to 75% of Perkins Capital Management Inc
Richard Perkins
Control person · since June 2019
Perkins Capital Management’s regulatory assets fell from $180M (April 2021) to $148M (July 2026); clients fell from 154 to 133 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $148M | 133 | 9 | 1 |
| March 2025 | $127M | 140 | 9 | 1 |
| March 2024 | $131M | 147 | 9 | 1 |
| March 2023 | $115M | 151 | 9 | 1 |
| March 2022 | $175M | 156 | 9 | 1 |
| April 2021 | $180M | 154 | 9 | 1 |
Besides its headquarters, Perkins Capital Management has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 730 Lake Street East, WayzataHQ
Contact and registration details
- Legal name
- Perkins Capital Management Inc
- Headquarters
- 730 Lake Street East, Wayzata, MN 55391-1769
- Website
- perkinscapital.com
- Phone
- 952-473-8367
- SEC file
- 801-22888
- Structure
- Minnesota corporation
- Fiscal year end
- December
Perkins Capital Management uses RBC Capital Markets ($143M) as custodian for its separately managed accounts. Perkins Capital Management has custody of $6.68M in client assets for 2 clients.
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $143M100%
At year end, Perkins Capital Management’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $133M across 79 positions; the largest are Natera Inc. (8.3%), Eli Lilly & CO (7.8%) and Advanced Micro Devices Inc. Del (6.1%).
What the accounts hold
- Stocks89%
- Bonds2%
- Cash9%
Reported 13F holdings
- $133M
- Reported 13F value
- 79
- Positions
- 52.2%
- In the 10 largest
- +24.6%
- Value vs. prior quarter
- Natera Inc.8.3%
- Eli Lilly & CO7.8%
- Advanced Micro Devices Inc. Del6.1%
- Butterfly Network Inc.5.5%
- Axogen Inc.5.1%
- Inuvo Inc.4.9%
- Quicklogic Corp.3.9%
- Idexx Labs Inc.3.8%
- Backblaze Inc. · Com CL A3.7%
- Microsoft Corp.3.1%
Together, the ten largest are 52.2% of reported value.
How many clients does Perkins Capital Management have?
Perkins Capital Management has 133 clients and manages $148 million for them, as of July 2026. They include 72 individual clients, 56 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Perkins Capital Management offer?
Perkins Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Perkins Capital Management use?
Perkins Capital Management’s separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Perkins Capital Management have?
Perkins Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 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 Perkins Capital Management invest in?
At the end of its last fiscal year, Perkins Capital Management’s separately managed accounts held 89% exchange-traded equities, 9% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Perkins Capital Management?
Perkins Capital Management’s direct owners are Daniel Perkins (50% to 75%) and Richard Perkins (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Perkins Capital Management get paid?
Perkins Capital Management 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 Perkins Capital Management?
Perkins Capital Management’s main office is at 730 Lake Street East, Wayzata, MN 55391-1769. Its phone number is 952-473-8367. Its website is perkinscapital.com.