Data / Investment advisers / Minnesota / Perceptive Edge Investment Management, Inc.
Perceptive Edge Investment Management, Inc., Wayzata, MN: $505 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Perceptive Edge Investment Management, Inc. is an SEC registered investment adviser with its main office in Wayzata, Minnesota and reports $505 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include charitable organizations, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Perceptive Edge Investment Management, Inc. (CRD number 119436): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 119436
- SEC file number
- 801-79412
- SEC status
- Approved, effective April 7, 2014
- Main office
- 15600 Wayzata Blvd. Suite 101, Wayzata, MN 55391
- Phone
- (952) 476-2770
- Website
- perceptive-edge.com
- Regulatory AUM
- $505,012,465 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $183,112,252
- Non discretionary AUM
- $321,900,213
- Accounts
- 215
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $324.6 million |
| High net worth individuals | 29 | $166.5 million |
| Pension and profit sharing plans | Fewer than 5 | $8.5 million |
| Individuals (other than high net worth individuals) | 62 | $5.4 million |
| Corporations or other businesses | Fewer than 5 | $117,704 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $505 million | March 30, 2026 |
| December 1, 2025 | $454.7 million | March 22, 2025 |
Other advisers in Wayzata
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Minneapolis Portfolio Management Group, LLC | Wayzata | $1.10 billion | Not listed | adviserinfo.sec.gov |
| North Sky Capital, LLC | Wayzata | $986.1 million | 15 | adviserinfo.sec.gov |
| Estuary Capital Management LP | Wayzata | $853.9 million | 1 | adviserinfo.sec.gov |
| 360 Financial | Wayzata | $700.5 million | Not listed | adviserinfo.sec.gov |
| Fiat Wealth Management | Wayzata | $517.4 million | Not listed | adviserinfo.sec.gov |
| Hunter Street Partners, LP | Wayzata | $313 million | 4 | adviserinfo.sec.gov |
| Acm | Wayzata | $231.2 million | Not listed | adviserinfo.sec.gov |
| Bannerstone Capital | Wayzata | $155.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wayzata, MN
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Perceptive Edge Investment Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.