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PERINI CAPITAL, LLC, CRD 158540
CARLSBAD, NM
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL DESMOND PERINI | Chartered Financial Analyst | CARLSBAD, NM | 14 | 17 | n/a | no |
| Alexander Borlenghi | n/a | Houston, TX | 5 | 13 | n/a | no |
| MICHAEL EISSEY CIKLIN | n/a | CARLSBAD, NM | Dorado, PR | 0 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PERINI CAPITAL STRUCTURED CREDIT OPPORTUNITY FUND, LLC | Hedge Fund | $27.4M | Oct 16, 2024 | 24 | Mar 26, 2021 | reported | 021-296172 |
| SIM SJYS FUNDING LLC | Private Equity Fund | $25.9M | Oct 16, 2024 | 24 | Mar 31, 2023 | reported | n/a |
| STONECREST EQUITY FUND I, LLC | Private Equity Fund | $9.4M | Oct 16, 2024 | 23 | Mar 31, 2023 | reported | 021-433794 |
| SIM ROCK FUNDING, LLC | Private Equity Fund | $7.4M | Oct 16, 2024 | 14 | Mar 31, 2023 | reported | n/a |
| PERINI CAPITAL PHOENIX FUND, LLC | Hedge Fund | $5.2M | Oct 16, 2024 | 4 | Mar 31, 2022 | reported | 021-435961 |
| PERINI CAPITAL SPECIAL OPPORTUNITY I, LLC | Private Equity Fund | $1.4M | Oct 16, 2024 | 13 | Mar 28, 2024 | reported | 021-2002483 |
| SIM ENERGY FUNDING, LLC | Private Equity Fund | $245,000 | Oct 16, 2024 | 1 | Mar 28, 2024 | reported | 021-1968709 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| PERINI, MICHAEL, DESMOND | PRESIDENT AND CHIEF EXECUTIVE OFFICER | MANAGING MEMBER | E | yes | 06/2011 | Mar 26, 2021 | Oct 16, 2024 |
| LONG, JUSTIN, TYLER | CHIEF COMPLIANCE OFFICER | Na | no | 02/2024 | Mar 28, 2024 | Oct 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PERINI CAPITAL PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 14, 2026 | $287M | $164M | 5 | 2 | 0 | 6 | n/a |
| 2024 | Mar 28, 2025 | $217M | $147M | 7 | 5 | 1 | 7 | n/a |
| 2023 | Mar 28, 2024 | $161M | $118M | 6 | 5 | 2 | 7 | $76.9M |
| 2022 | Mar 31, 2023 | $102M | $89.9M | 6 | 5 | 3 | 5 | $54.0M |
| 2021 | Mar 31, 2022 | $159M | $156M | 7 | 5 | 2 | 2 | $85.8M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $287M | $217M | 32.0% | $102M | 41.0% | 5 | 7 | 0 | 1 |