Perigee Capital, Lp
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 122085
· SEC file 801-127281
· Sarasota, FL
· perigeegroup.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $426M
- Discretionary
- $426M
- Clients
- 119
- Avg AUM / client
- $3.6M
- Accounts
- 119
- Employees
- 1
AUM over time
$127M
$1.1B
Jan 4, 2023
Mar 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 119 | $426M | 100.0% |
Private funds (76)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $698M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mpc Fed Ci Energy Fund Ii, Llc | Other Private Fund | Georgia | $184M | 1 |
| Mpc Fed 2022 Energy Fund Mm Llc | Other Private Fund | Georgia | $112M | 1 |
| Mpc Federal 2022 Credit Fund 1 | Other Private Fund | Georgia | $51.0M | 1 |
| Mpc Fed 2022 Energy Fund Ii | Other Private Fund | Georgia | $46.4M | 1 |
| Mpc Fed 2023 Energy Fund Rj, Llc | Other Private Fund | Georgia | $41.5M | 1 |
| Monarch Federal Historic Preservation Fund Iii | Other Private Fund | Georgia | $35.9M | 1 |
| Mpc Fed Ci Energy Fund Iii, Llc | Other Private Fund | Georgia | $32.5M | 1 |
| Mpc Brickstreet 2023 Historic Fund, Llc | Other Private Fund | Georgia | $22.6M | 1 |
| Mg Shad, Llc | Other Private Fund | Georgia | $18.8M | 1 |
| Mpc Federal 2021 Historic Icf 2, Llc | Other Private Fund | Georgia | $15.5M | 1 |
| Mpc Fed 2023 Energy Fund I, Llc | Other Private Fund | Georgia | $13.3M | 1 |
| Mpc Hi Lihtc My Icf, Llc | Other Private Fund | Georgia | $12.7M | 1 |
| Mpc Brickstreet 2022 Historic Fund Ii, Llc | Other Private Fund | Georgia | $12.5M | 1 |
| Monarch Mss Mo 2022 Icf 1 Llc master | Other Private Fund | Georgia | $11.9M | 1 |
| Mpc Fed 2023 Eergy Fund Iv, Llc | Other Private Fund | Georgia | $11.9M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Strobel, Caroline, Davis | Trustee | Apr 2002 (24y) | GP / trustee / elected manager of George L. Strobel Second Descendant's Trust (indirect) | |
| Golden, Judith, Cohen | Managing Member | Jul 2002 (24y) | ≈ 0% – 3.75% via Perigee Group Llc | |
| Strobel, George, Lewis | Limited Partner | Jul 2002 (24y) | Less than 5% | |
| Royko, Jessica, Golden | Trustee | Mar 2016 (10y) | GP / trustee / elected manager of Osprey Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strobel Investments, L.P. | Limited Partner | May 2002 | A | 75% or more |
| Perigee Group Llc | General Partner | May 2002 | A | Less than 5% |
| George L. Strobel Second Descendant's Trust | Owner | Jul 2002 | B | 75% or more of Strobel Investment Advisors, Inc. (indirect) |
| Osprey Trust | Limited Partner | Mar 2016 | B | ≈ 56.25% – 100% via Strobel Investments, L.P. |
| Strobel Investment Advisors, Inc. | General Partner | Jul 2002 | B | GP / trustee / elected manager of Strobel Investments, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Golden, Judith, Cohen: 50% – 75% of Perigee Group Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Osprey Trust: 75% – 100% of Strobel Investments, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Private funds (76, $698M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mpc Fed Ci Energy Fund Ii, Llc | Other Private Fund | $184M | $1.0M | 1 |
| Mpc Fed 2022 Energy Fund Mm Llc | Other Private Fund | $112M | $1.0M | 1 |
| Mpc Federal 2022 Credit Fund 1 | Other Private Fund | $51.0M | $100K | 1 |
| Mpc Fed 2022 Energy Fund Ii | Other Private Fund | $46.4M | $1.0M | 1 |
| Mpc Fed 2023 Energy Fund Rj, Llc | Other Private Fund | $41.5M | $1.0M | 1 |
| Monarch Federal Historic Preservation Fund Iii | Other Private Fund | $35.9M | $100K | 1 |
| Mpc Fed Ci Energy Fund Iii, Llc | Other Private Fund | $32.5M | $1.0M | 1 |
| Mpc Brickstreet 2023 Historic Fund, Llc | Other Private Fund | $22.6M | $100K | 1 |
| Mg Shad, Llc | Other Private Fund | $18.8M | $100K | 1 |
| Mpc Federal 2021 Historic Icf 2, Llc | Other Private Fund | $15.5M | $100K | 1 |
| Mpc Fed 2023 Energy Fund I, Llc | Other Private Fund | $13.3M | $1.0M | 1 |
| Mpc Hi Lihtc My Icf, Llc | Other Private Fund | $12.7M | $100K | 1 |
| Mpc Brickstreet 2022 Historic Fund Ii, Llc | Other Private Fund | $12.5M | $100K | 1 |
| Monarch Mss Mo 2022 Icf 1 Llc | Other Private Fund | $11.9M | $100K | 1 |
| Mpc Fed 2023 Eergy Fund Iv, Llc | Other Private Fund | $11.9M | $1.0M | 1 |
| Mpc Fed 2023 Eergy Fund Ii, Llc | Other Private Fund | $10.8M | $1.0M | 1 |
| Mpc Fed 2023 Energy Fund Pri, Llc | Other Private Fund | $8.0M | $1.0M | 1 |
| Mpc Co Lihtc Mm My Icf, Llc | Other Private Fund | $6.5M | $100K | 1 |
| Mpc Sc 2024 Icf Llc | Other Private Fund | $6.1M | $100K | 1 |
| Mpc Sc 2025 Icf Llc | Other Private Fund | $6.1M | $100K | 1 |
| Mpc Federal 2021 Historic Icf 3, Llc | Other Private Fund | $6.1M | $100K | 1 |
| Mpc Ga 2022 My5 2, Llc | Other Private Fund | $5.4M | $100K | 1 |
| Mpc Sc 2026 Icf Llc | Other Private Fund | $4.4M | $100K | 1 |
| Mpc Fed 2021 Energy Fund I, Llc | Other Private Fund | $3.3M | $1.0M | 1 |
| Mpc Federal 2023 Historic Icf 1, Llc | Other Private Fund | $2.6M | $100K | 1 |
Top 25 of 76 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 22.7 MB | 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
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗