Peridiem Global Investors, LLC (Los Angeles)

Name: Peridiem Global Investors, LLC
Address: 445 South Figueroa Street, Los Angeles, CA, 90071
Telephone: (800) 707-1793

Peridiem Global Investors, LLC is a large advisory firm based in Los Angeles. It manages $308.63 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Peridiem Global Investors 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.

Peridiem Global Investors: assets under management

The assets under management (AUM) of Peridiem Global Investors, LLC is $308.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.29 million each.

Peridiem Global Investors has custody of $308.63 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peridiem Global Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Peridiem Global Investors, LLC

Nicholas Gregory Basile has been acting as President since 1 Mar 2011. Mona Aboelnaga joined the executive team most recently as the Director, Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew John Stenwall	Chief executive officer; managing member	1 Jan 2011	Other	1869234
Emmanuel Labrinos	Chief operating officer; managing member	1 Jan 2011	Other	1829690
Philip Aki Marr	Chief compliance officer	1 Jan 2011	Other	5886644
National Australia Bank Limited	Member	1 Mar 2011	25% - 50%	foreign entity
Troy Kemp Swann	Director; managing member	1 Mar 2011	Other	5915461
Nicholas Gregory Basile	Director	1 Mar 2011	Other	5454454
Mona Aboelnaga	Director, managing member	1 Nov 2013	Other	2085071

Based in Los Angeles

The principal office where Peridiem Global Investors, LLC performs its advisory services is located at 445 South Figueroa Street, Los Angeles, CA 90071, 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 (800) 707-1793 or by fax (800) 730-0841. The normal business hours are 6am to 4pm on Monday - Friday. You can find more information about the New York firm at peridiem.com.