Disclaimers & Disclosures

This website is being furnished as a convenience for prospective and current clients using information we believe to be accurate. Perennial Advisors, LLC does not, however, make any express warranty as to this website’s completeness or accuracy, nor can it accept responsibility for errors appearing herein. Our website is not intended to offer investment advice.

Prior to commencing a relationship with us, please review our Form ADV, Part 2 (“Disclosure Brochure”), a copy of which can be obtained at Securities and Exchange Commission (SEC) website or by emailing us at compliance@perennial.com and requesting one. Perennial is a Registered Investment Adviser with the SEC. SEC registration does not imply a certain level of skill or training.

Email Disclosures

Email and any accompanying files are confidential and intended solely for the use of the entity or individual to whom they are addressed. If you receive an email in error, please delete it and notify the sender or email info@perennial.com. Please note that any views or opinions presented in emails sent from Perennial’s email system are solely those of the author and do not necessarily represent those of Perennial Advisors. All email and transmitted files sent from or received by Perennial’s corporate email system are subject to archiving and/or review by Perennial personnel in accordance with our regulatory obligations. Perennial does not accept buy, sell or cancel orders by email or any instructions by email that would require a signature.

Social Media Disclosures

Perennial and its advisory persons may utilize various social media sites to communicate with clients, prospective clients and other contacts. Use of social media sites by Perennial are subject to regulatory review. Information contained in social media sites are at a point in time and subject to change. Content provided on social media sites is intended for informational purposes only and should not be considered investment advice.

If you have any questions regarding these disclaimers and disclosures, please contact us at compliance@perennial.com.