Unclaimed Profile

Panagiota Perlegos

SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, California

Clean recordSILICON VALLEY CAPITAL PARTNERS, L.P.

1731 TECHNOLOGY DRIVE, SAN JOSE, CA 95110CRD# 4107390Firm CRD# 125114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Panagiota Perlegos · SAN JOSE, CA

Registration

CRD #4107390 · SILICON VALLEY CAPITAL PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Panagiota Perlegos is a registered financial advisor based in SAN JOSE, California, affiliated with SILICON VALLEY CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SILICON VALLEY CAPITAL PARTNERS, L.P.

AUM

$860M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SILICON VALLEY CAPITAL PARTNERS, L.P. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4107390

Firm CRD# 125114

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Panagiota Perlegos offer?

Panagiota Perlegos specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Panagiota Perlegos's credentials?

Panagiota Perlegos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Panagiota Perlegos located?

Panagiota Perlegos is based in SAN JOSE, California, working with SILICON VALLEY CAPITAL PARTNERS, L.P.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Panagiota Perlegos charge for services?

Panagiota Perlegos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILICON VALLEY CAPITAL PARTNERS, L.P.?

SILICON VALLEY CAPITAL PARTNERS, L.P. has approximately 8 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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