Unclaimed Profile

Thomas Malo Perkins

HUNTER PERKINS CAPITAL MANAGEMENT, LLC·LOMBARD, Illinois

Series 65Clean record22 years registeredHUNTER PERKINS CAPITAL MANAGEMENT, LLC

377 E. BUTTERFIELD ROAD, LOMBARD, IL 60148CRD# 1459679Firm CRD# 309050

Profile Verification

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

Identity

Thomas Malo Perkins · LOMBARD, IL

Registration

CRD #1459679 · HUNTER PERKINS CAPITAL MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUNTER PERKINS CAPITAL MANAGEMENT, LLC

HUNTER CAPITAL MANAGEMENT

Jan 2021 – Jan 2026

San Francisco, CA

PERKINS INVESTMENT MANAGEMENT LLC

Nov 2003 – Jan 2020

SAN FRANCISCO, CA

PWMCO, LLC

Nov 2003 – Dec 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUNTER PERKINS CAPITAL MANAGEMENT, LLC

CRD 309050 · SEC 801-118729

AUM

$890M

Regulatory assets under management

Employees

374 client accounts

Services offered by HUNTER PERKINS CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HUNTER PERKINS CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Malo Perkins offer?

Thomas Malo Perkins specializes in Investment Management, Retirement Planning.

What are Thomas Malo Perkins's credentials?

Thomas Malo Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Malo Perkins located?

Thomas Malo Perkins is based in LOMBARD, Illinois, last registered with HUNTER PERKINS CAPITAL MANAGEMENT, LLC.

How does Thomas Malo Perkins charge for services?

Thomas Malo Perkins's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUNTER PERKINS CAPITAL MANAGEMENT, LLC?

HUNTER PERKINS CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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