Founder and Managing Partner, Trustee of the 2007 Perrin Revocable Trust · The Roxborough Group
John M. Perrin
CRD 2652703 · Named on Form ADV at one SEC-registered adviser
At a glance
The Roxborough Group, an SEC-registered private fund adviser based in SAN Francisco, CA with $636 million in regulatory assets, lists John M. Perrin on its Form ADV as Founder and Managing Partner, Trustee of the 2007 Perrin Revocable Trust, a control person.
Firms and roles
- The Roxborough GroupFounder and Managing Partner, Trustee of the 2007 Perrin Revocable TrustPrivate fund adviser · SAN Francisco, CA · $636M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Charles B. BaxterTrustee of the Perrin 2021 Irrevocable Trust Dated October 18, 2021, The Roxborough Group
- Chenxing Z. FerensenChief Compliance Officer and Chief Financial Officer, The Roxborough Group
- Matthew C. McCormickMember, The Roxborough Group
- Joshua D. CallahanMember, The Roxborough Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.