Peregrine Capital Management
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2499 of mapped providers
Assets under administration$18.9B0.0%Market share · rank #717
Fees received$2MMedian $110,255/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Peregrine Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Peregrine Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $110,255 | |
Other fees; Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $988,281 |
Competitor overlap
Percent of Peregrine Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Peregrine Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Peregrine Capital Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $121,800 | 9y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $2M | 10y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $110,255 | 5y | - |
ELECTRICAL WORKERS LOCAL NO 26 PENSION TRUST FUNDMD · 526117919-001 | $1.0B | 13,539 | $51,700 | 2y | - |
BOCA RATON REGIONAL HOSPITAL, INC.FL · 591006663-001 | $75M | 831 | $6,648 | 3y | - |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Peregrine Capital Management.
- GLOUSTON PEO IV
- GLOUSTON PRIVATE EQTY OPPORTUNITIES
- GLOUSTON PRIVATE EQUITY
- PEREGRINE CAPITAL MANAGEMENT
- PEREGRINE CAPITAL MANAGEMENT LLC
- PEREGRINE CAPITAL MANAGEMENT, INC.
- PEREGRINE CAPITAL MARKET
- PEREGRINE CAPITAL MGMT
- PEREGRINE CAPITAL MGMT, LLC
- PERGRINE CAPITAL MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Peregrine Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Peregrine Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Peregrine Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Laner Muchin Ltd. | 1 | 20.0% |
| Sarfino and Rhoades, LLP | 1 | 20.0% |
| Slevin & Hart PC | 1 | 20.0% |
| Tucker Arensberg | 1 | 20.0% |