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PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD 119436 · SEC 801-79412
15600 WAYZATA BLVD., SUITE 101, WAYZATA, MN, 55391, United States
Phone
952-476-2770
Fax
952-960-0129
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.0M
Discretionary AUM
$183.1M
Team
4 total employees; 4 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $5.4M |
| High net worth individuals | 29 | $166.5M |
| Charitable organizations | 6 | $324.6M |
States served
MN, PA, FL
All web addresses on file
Official SEC filing: View on IAPD