Perry Creek Capital LP (New York)

Perry Creek Capital LP is a large advisory firm based in New York. It manages $728.27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.

Perry Creek Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perry Creek Capital: assets under management

The assets under management (AUM) of Perry Creek Capital LP is $728.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36413477650% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $728.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $364.13 million each.

Perry Creek Capital has custody of $728.27 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Perry Creek Capital LP for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Perry Creek Capital serves?

The only and largest group of clients of Perry Creek Capital is pooled investment vehicles with 2 clients and $728.27 million of assets under management. Among the 11 most similar advisory firms, Perry Creek Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $728.27 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Perry Creek Capital also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Perry Creek Capital LP

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Adeel Ali Qalbani	Chief executive officer & managing partner	1 Jun 2014	Other	3086988
The Rohri Trust	Limited partner	1 Jun 2014	50% - 75%	47-6331479
Sindh Llc	General partner	1 Jun 2014	Other	47-1233697
Scott Laurence Kupersmith	Chief financial officer, chief compliance officer & secretary	1 Jul 2014	Other	2565443
Brian Forrestel Zingale	Partner	1 Oct 2014	Other	4983300

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bryn Mawr Bank Corp	Shareholder	1 Aug 2008	75% - 100%	23-2434506
The Bryn Mawr Trust Company Of Delaware	Trustee	1 Jun 2014	Other	26-3194807

Based in New York

The principal office where Perry Creek Capital LP performs its advisory services is located at 150 East 58 Th Street, New York, NY 10155, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-356-6051. The normal business hours are 9am - 6pm on Monday - Friday.