Brian Donohue is a registered investment advisor at Peregrine Capital Management, LLC, based in Minneapolis, MN, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Peregrine Capital Management charges an annual fee based on the amount of assets managed. The fee varies depending on the investment strategy and the amount invested.
- Small Cap Growth Strategy: 0.90% on the first $50 million, 0.75% on the next $50 million, and 0.55% on the balance.
- SMID Growth Strategy: 0.90% on the balance.
- Small Cap Value Strategy: 0.80% on the first $100 million, 0.75% on the next $50 million, and 0.65% on the balance (discounts available for eleemosynary clients).
- SMID Cap Value Strategy: 0.75% on the first $100 million, 0.70% on the next $50 million, and 0.60% on the balance (discounts available for eleemosynary clients).
- Select Mid Cap Growth Strategy: 0.70% on the first $25 million, 0.65% on the next $125 million, and 0.50% on the balance.
- Large Cap Growth Strategy: 0.60% on the first $25 million, 0.50% on the next $125 million, and 0.35% on the balance.
- Deglobalization New Paradigm Strategy®: 0.75% on the first $50 million, 0.70% on the next $50 million, and 0.65% on the balance.
Fees are generally billed quarterly, based on the value of your portfolio at the end of the calendar quarter. Fees may be negotiable under special circumstances.
Location
800 Lasalle, Suite 1750, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peregrine Capital Management, LLC
State Registrations1 state
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