Perceptive Edge Investment Management, Inc.
- Regulatory AUM
- $505M
- Discretionary
- $183M
- Clients
- 97
- Avg AUM / client
- $5.2M
- Accounts
- 215
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $5.4M | 1.06% |
| High net worth individuals | 29 | $166M | 33.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.5M | 1.68% |
| Charitable organizations | 6 | $325M | 64.3% |
| Corporations and other businesses | Fewer than 5 clients | $118K | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nazareth Living Center 403 B Plan Nazareth Living Center | 2024 | |
| Nazareth Living Center Profit Sharing Plan Nazareth Living Center | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beth Kristen Carrington | Chief Executive Officer, Treasurer | Jan 2002 (25y) | 50% – 75% | |
| Brian Gustaf Carrington | President, Chief Financial Officer, Chief Compliance Officer | Jan 2002 (25y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nazareth Living Center 403 B Plan | Nazareth Living Center | 266 | $1.9M | 01/01/2024 |
| Nazareth Living Center Profit Sharing Plan | Nazareth Living Center | 292 | $1.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $505M (100% of AUM) Mar 2026
- State Street $42.2M (10% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗