Perigee Capital manages multiple pooled investment vehicles that invest in tax credit opportunities. Perigee provides tax credit investment due diligence, selection, and advice to these funds. The funds primarily invest in limited liability companies and limited partnerships that generate state and/or federal tax credits and cash flow. Perigee does not tailor its advice to individual investors in the fund, but acts in the best interest of the fund as a whole.
Assets Under Management$1.1B
Clients112
AdvisorsN/A
Avg. per Client$10M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Perigee Capital manages pooled investment funds and charges a one-time management fee to the funds, typically between $1,000 and $20,000. The investors in the funds are responsible for their share of the fund's expenses, such as legal, compliance, and accounting fees.
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