Perea Capital: new SEC registration, $164M AUM, Houston, TX
Perea Capital (Houston, Texas): new SEC registration, $164M AUM, Houston, TX. Its amount of 164 is above the median of 134 (60th percentile). Dated 149 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 164 · 60th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Perea Capital |
| Legal name | Perea Capital, LLC |
| CRD | 171657 |
| Status | Approved |
| Registered with the SEC | 2026-06-08 |
| Latest Form ADV filing | 2026-06-08 |
| Location | Houston, TX, United States |
| Regulatory AUM | $164,185,986 |
| Accounts | 25 |
| Employees | 1 |
| Website | HTTP://WWW.PEREACAPITAL.COM |
| amount percentile | 60th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Perea Capital and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Perea Capital's amount: 60th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $164M under management.
- Website on file.
What is the NewRiaPulse record for Perea Capital in Houston, Texas?
Perea Capital received SEC registration as an investment adviser (2026-06-08) with $164,185,986 in regulatory assets under management, based in Houston, TX.
How does Perea Capital compare to other Texas NewRiaPulse records?
Its amount of 164 sits in the upper half (60th percentile) of 1,149 records; the median is 134. It is 149 days old; check the official source for later updates before acting.
Perea Capital vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Perea Capital | Houston, TX | 164 | 60th | 2026-06-08 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Texas NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.