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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

CRD 119436

WAYZATA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44dc5df-0859-7078-7bbc-2951b4515c28

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 17, 2014 to Mar 30, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.34 fund_share=0.0 institutional_share=0.66 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $505MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $183M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $253Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 215
Individual clients: 62
High net worth clients: 29
SEC number: 801-79412
CRD: 119436
Filings on the tape: 14
First filed: Mar 17, 2014
Latest filed: Mar 30, 2026
Organised: Corporation, MN
Website: perceptive-edge.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN GUSTAF CARRINGTON	n/a	WAYZATA, MN	12	24	n/a	no
BETH KRISTEN CARRINGTON	n/a	WAYZATA, MN	12	24	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARRINGTON, BETH, K	CHIEF EXECUTIVE OFFICER, TREASURER	D	yes	01/2002	Mar 17, 2014	Mar 26, 2024
CARRINGTON, BRIAN, GUSTAF	PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	D	yes	01/2002	Mar 17, 2014	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$505M	$183M	4	4	0	n/a	n/a
2024	Mar 22, 2025	$455M	$162M	4	4	0	n/a	n/a
2023	Mar 26, 2024	$409M	$140M	4	4	0	n/a	n/a
2022	Mar 30, 2023	$428M	$183M	4	4	0	n/a	n/a
2021	Mar 30, 2022	$422M	$204M	4	4	0	n/a	n/a
2020	Mar 31, 2021	$330M	$138M	4	4	0	n/a	n/a
2019	Mar 25, 2020	$289M	$105M	4	4	0	n/a	n/a
2018	Mar 20, 2019	$98.6M	$91.3M	4	4	0	n/a	n/a
2017	Mar 28, 2018	$83.8M	$76.6M	4	4	0	n/a	n/a
2016	Mar 22, 2017	$67.8M	$61.8M	3	3	n/a	n/a	n/a
2015	Mar 21, 2016	$68.4M	$62.9M	3	3	n/a	n/a	n/a
2014	Mar 19, 2015	$63.8M	$58.5M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$505M	$455M	11.1%	$428M	5.7%	4	4	0	0

Relationships

Registered with (3)

← BRIAN GUSTAF CARRINGTONAdvisorregistration: current employment
Jan 21, 2014 to presentfactForm ADV
← BETH KRISTEN CARRINGTONAdvisorregistration: current employment
Jan 21, 2014 to presentfactForm ADV
← Tyler Jackson MeyerAdvisorregistration: previous registration
Jun 16, 2021 to Mar 27, 2023factForm ADV

Controls (2)

← CARRINGTON, BRIAN, GUSTAFOwnerPRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 17, 2014 to Mar 26, 2024factForm ADV
← CARRINGTON, BETH, KOwnerCHIEF EXECUTIVE OFFICER, TREASURER, ownership code D, individual
Mar 17, 2014 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 27, 2023
Advisor changed firm
Tyler Jackson Meyer left Perceptive Edge Investment Management, Inc. for Orgel Wealth Management, Llc (registered 2022-03-21)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Perceptive Edge Investment Management, Inc. reported RAUM $289.1M, up 193% from $98.6M (2019-03-20 to 2020-03-25)
Form ADVobserved 6 days ago
$191M
Occurred
Mar 17, 2014
First Form ADV filing
Perceptive Edge Investment Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b44dc5df-0859-7078-7bbc-2951b4515c28
First observed: Mar 17, 2014
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

CRD 119436

WAYZATA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44dc5df-0859-7078-7bbc-2951b4515c28

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN GUSTAF CARRINGTON

n/a

WAYZATA, MN

n/a

BETH KRISTEN CARRINGTON

n/a

WAYZATA, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARRINGTON, BETH, K

CHIEF EXECUTIVE OFFICER, TREASURER

yes

01/2002

Mar 17, 2014

Mar 26, 2024

CARRINGTON, BRIAN, GUSTAF

PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/2002

Mar 17, 2014

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$505M

$183M

n/a

2024

Mar 22, 2025

$455M

$162M

n/a

2023

Mar 26, 2024

$409M

$140M

n/a

2022

Mar 30, 2023

$428M

$183M

n/a

2021

Mar 30, 2022

$422M

$204M

n/a

2020

Mar 31, 2021

$330M

$138M

n/a

2019

Mar 25, 2020

$289M

$105M

n/a

2018

Mar 20, 2019

$98.6M

$91.3M

n/a

2017

Mar 28, 2018

$83.8M

$76.6M

n/a

2016

Mar 22, 2017

$67.8M

$61.8M

n/a

2015

Mar 21, 2016

$68.4M

$62.9M

n/a

2014

Mar 19, 2015

$63.8M

$58.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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

$505M

$455M

11.1%

$428M

5.7%