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Perseus, L.L.C. (Bethesda)


Perseus, L.L.C. is a large advisory firm based in Bethesda. It manages $332.45 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

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Perseus, L.L.C 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.

Perseus, L.L.C: assets under management

The assets under management (AUM) of Perseus, L.L.C. is $332.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $332.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perseus, L.L.C. for their services and products based on a percentage of assets under management and 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Frank Hilton Pearl Sole shareholder 1 Aug 1989 75% - 100% 4441190
Frank Hilton Pearl Managing member 1 Jul 2000 50% - 75% 4441190
Rappahannock Investment Company Member 1 Oct 2004 25% - 50% 52-1641728
L.L.C. Perseuspur Managing member 1 Feb 2012 75% - 100% 20-1620662
Perseus Trust Managing member 1 May 2012 50% - 75% 45-6926033
Bruce Edward Parmley Trustee 1 May 2012 Other 6064152
Thomas Monti Aiello Trustee 1 May 2012 Other 6064154
Massachusetts Mutual Life Insurance Company Member - see miscellaneous 1 May 2012 75% - 100% 2682

Based in Bethesda

The principal office where Perseus, L.L.C. performs its advisory services is located at 4350 East West Highway, Bethesda, MD 20814, 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 301.652.3200 or by fax 301.652.3800. The normal business hours are 8:45am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.perseusllc.com.


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