DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Perigee Capital, LP
Latest filing Mar 27, 2026
First filing on the tape Jan 4, 2023 · 7 filings
SEC status approved since Mar 23, 2023
RAUM
$426M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
118
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$426M as of Mar 27, 2026
Mar 27, 2023$127M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 27, 2026
Mar 27, 20231 then
Employees (5.A)1 as of Mar 27, 2026
Mar 27, 20231 then
Private funds118 as of Mar 27, 2026
Mar 27, 202348 then
RAUM -62% over the last fiscal year+50% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $426MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $3.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -62%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$426M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 119reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- David Michael Amar to Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2, 2005 · Other
- David Rhynehardt Neubert to Gfo Advisory Services, LLCOct 25, 2004 · Other
Joined, latest
none on the tape
Private funds
76 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Mpc Fed Ci Energy Fund II, LLC | Other Private Fund | $184M | 1 | Mar 29, 2024 |
| Mpc Fed 2022 Energy Fund Mm LLC | Other Private Fund | $112M | 1 | Mar 29, 2024 |
| Mpc Federal 2022 Credit Fund 1 | Other Private Fund | $51.0M | 1 | Jan 4, 2023 |
| Mpc Fed 2022 Energy Fund II | Other Private Fund | $46.4M | 1 | Mar 29, 2024 |
| Mpc Fed 2023 Energy Fund Rj, LLC | Other Private Fund | $41.5M | 1 | Mar 29, 2024 |
| Monarch Federal Historic Preservation Fund III | Other Private Fund | $35.9M | 1 | Mar 29, 2024 |
| Mpc Fed Ci Energy Fund III, LLC | Other Private Fund | $32.5M | 1 | Mar 29, 2024 |
| Mpc Brickstreet 2023 Historic Fund, LLC | Other Private Fund | $22.6M | 1 | Mar 29, 2024 |
| Mg Shad, LLC | Other Private Fund | $18.8M | 1 | Mar 29, 2024 |
| Mpc Federal 2021 Historic Icf 2, LLC | Other Private Fund | $15.5M | 1 | Jan 4, 2023 |
| Mpc Fed 2023 Energy Fund I, LLC | Other Private Fund | $13.3M | 1 | Mar 29, 2024 |
| Mpc Hi Lihtc My Icf, LLC | Other Private Fund | $12.7M | 1 | Jan 4, 2023 |
| Mpc Brickstreet 2022 Historic Fund II, LLC | Other Private Fund | $12.5M | 1 | Jan 4, 2023 |
| Monarch Mss Mo 2022 Icf 1 LLC | Other Private Fund | $11.9M | 1 | Mar 29, 2024 |
| Mpc Fed 2023 Eergy Fund IV, LLC | Other Private Fund | $11.9M | 1 | Mar 29, 2024 |
| Mpc Fed 2023 Eergy Fund II, LLC | Other Private Fund | $10.8M | 1 | Mar 29, 2024 |
| Mpc Fed 2023 Energy Fund Pri, LLC | Other Private Fund | $8.0M | 1 | Mar 29, 2024 |
| Mpc Co Lihtc Mm My Icf, LLC | Other Private Fund | $6.5M | 1 | Mar 29, 2024 |
| Mpc Sc 2024 Icf LLC | Other Private Fund | $6.1M | 1 | Mar 29, 2024 |
| Mpc Sc 2025 Icf LLC | Other Private Fund | $6.1M | 1 | Mar 29, 2024 |
| Mpc Federal 2021 Historic Icf 3, LLC | Other Private Fund | $6.1M | 1 | Jan 4, 2023 |
| Mpc Ga 2022 My5 2, LLC | Other Private Fund | $5.4M | 1 | Mar 29, 2024 |
| Mpc Sc 2026 Icf LLC | Other Private Fund | $4.3M | 1 | Mar 29, 2024 |
| Mpc Fed 2021 Energy Fund I, LLC | Other Private Fund | $3.3M | 1 | Jan 4, 2023 |
| Mpc Federal 2023 Historic Icf 1, LLC | Other Private Fund | $2.6M | 1 | Mar 29, 2024 |
| Mpc Fed 2022 Cs Energy Fund III | Other Private Fund | $2.6M | 1 | Mar 29, 2024 |
| Mpc Federal 2021 Historic Icf 1, LLC | Other Private Fund | $2.4M | 1 | Jan 4, 2023 |
| Mg Dancing Feather, LLC | Other Private Fund | $2.2M | 1 | Jan 4, 2023 |
| Mg Gas City LLC | Other Private Fund | $2.0M | 1 | Jan 4, 2023 |
| Mg Hoosier Clowns, LLC | Other Private Fund | $1.4M | 1 | Mar 29, 2024 |
| Mpc Fed 2021 Energy Fund Mm | Other Private Fund | $1.4M | 1 | Jan 4, 2023 |
| Mpc Va Historic Credit Master Fund, LLC | Other Private Fund | $1.2M | 1 | Jan 4, 2023 |
| Mpc Fed 2021 Energy Fund A, LLC | Other Private Fund | $1.1M | 1 | Jan 4, 2023 |
| Mpc Ne Historic Icf, LLC | Other Private Fund | $791,554 | 1 | Mar 29, 2024 |
| Mpc Ga 2023 My5, Icf LLC | Other Private Fund | $655,200 | 1 | Mar 29, 2024 |
| Mpc Tx Historic Icf, LLC | Other Private Fund | $546,510 | 1 | Jan 4, 2023 |
| Mpc Fed Es 2022 Energy Fund LLC | Other Private Fund | $372,919 | 1 | Mar 29, 2024 |
| Mpc Ga 2023 Ahi Icf 1, LLC | Other Private Fund | $153,335 | 1 | Mar 29, 2024 |
| Mpc Brickstreet 2018 Historic Fund, LLC | Other Private Fund | $141,101 | 1 | Jan 4, 2023 |
| Mpc Ga 2021 Ahi Icf1,LLC | Other Private Fund | $126,150 | 1 | Jan 4, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Lewis George Strobel · Managing Director & Chief Compliance Officercontrolsince 07/2002 · owns less than 5%
- Cohen Judith Golden · Managing Membercontrolsince 07/2002 · owns 50% to 75% of Perigee Group LLC
- Golden Jessica Royko · Trusteesince 03/2016 · owns F of Osprey Trust
- Davis Caroline Strobel · Trusteesince 04/2002 · owns F of George L. Strobel Second Descendant'S Trust
- Lewis George Strobel · Grantorsince 04/2002 · owns F of George L. Strobel Second Descendant'S Trust
- Lewis George Strobel · Trusteesince 03/2016 · owns F of Osprey Trust
- Lewis George Strobel · Beneficiarysince 04/2002 · owns F of George L. Strobel Second Descendant'S Trust
- Lewis George Strobel · Limited Partnersince 07/2002 · owns F of Osprey Trust
Entity owners
- Perigee Group LLC · General Partnerdirect · owns less than 5%
- Strobel Investments, L.P. · Limited Partnerdirect · owns 75% or more
- George L. Strobel Second Descendant'S Trust · Ownerindirect · owns 75% or more of Strobel Investment Advisors, Inc.
- Osprey Trust · Limited Partnerindirect · owns 75% or more of Strobel Investments, L.P.
- Strobel Investment Advisors, Inc. · General Partnerindirect · owns F of Strobel Investments, L.P.
Related persons
Schedule D 7.A
- Alchemy Management Services, LLCpooled vehicle sponsorn
- Georgia Ahi Fund 2 Manager, LLCpooled vehicle sponsorn
- Georgia Ahi Fund 4 Manager, LLCpooled vehicle sponsorn
- Monarch Federal Energy Fund Manager, LLCpooled vehicle sponsorn
- Monarch Federal Htc Manager, LLCpooled vehicle sponsorn
- Monarch Low Income Housing, LLCpooled vehicle sponsorn
- Mpc Fed Impact Fund Manager, LLCpooled vehicle sponsorn
- Mpc Federal Market Rate Oz Manager, LLCpooled vehicle sponsorn
- Mpc Federal Realty Manager, LLCpooled vehicle sponsorn
- Mpc State Lihtc Manager, LLCpooled vehicle sponsorn
- Perigee Consulting, Llpinsurancen
- Perigee Securities LPbroker-dealern
- Perigee Wealth Management, LLCreal estaten
- Stce Federal Htc Manager, LLCpooled vehicle sponsorn
- Stce Mo Manager, LLCpooled vehicle sponsorn
- Stce Sc Manager, LLCpooled vehicle sponsorn
- Stce State Htc Manager, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Mar 27, 2026private funds per $1B of RAUM of 277.2 against a peer median of 20.7 (716 comparable advisers, 100.0th percentile, 19.5 robust deviations)peers: asset managers, $100M to $500M (716) · 100% percentile
- RAUM down 50 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $1,118,428,826 to $425,687,489 (-62.0%) between the annual amendments of 2025-03-31 and 2026-03-27; the peer median change was +4.0% (1148 comparable advisers, 2.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 2.0% percentile
What changed
consecutive filings, newest first
- Accounts · 112 to 119Mar 31, 2025 to Mar 27, 2026
- Pooled vehicle clients · 112 to 119Mar 31, 2025 to Mar 27, 2026
- Private funds · 100 to 118Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.1B to $426MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.1B to $426MMar 31, 2025 to Mar 27, 2026
- RAUM · $1.1B to $426MMar 31, 2025 to Mar 27, 2026
- Accounts · 76 to 112Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 76 to 112Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 76 to 100Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $698M to $1.1BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $698M to $1.1BMar 29, 2024 to Mar 31, 2025
- RAUM · $698M to $1.1BMar 29, 2024 to Mar 31, 2025
- Accounts · 48 to 76Mar 27, 2023 to Mar 29, 2024
- Pooled vehicle clients · 48 to 76Mar 27, 2023 to Mar 29, 2024
- Private funds · 48 to 76Mar 27, 2023 to Mar 29, 2024
- Discretionary RAUM · $127M to $698MMar 27, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $127M to $698MMar 27, 2023 to Mar 29, 2024
- RAUM · $127M to $698MMar 27, 2023 to Mar 29, 2024
Signals
4 dated events
- Perigee Capital, Lp reported RAUM $425.7M, down 62% from $1.1B (2025-03-31 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Perigee Capital, Lp reported RAUM $1.1B, up 60% from $698.4M (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Perigee Capital, Lp reported RAUM $698.4M, up 449% from $127.2M (2023-03-27 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Perigee Capital, Lp filed its initial SEC registration (Form ADV)Jan 4, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Perigee Capital, LP · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- perigeegroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 941-955-0929reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026