Perceptive Edge Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$505,012,465
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
91
32% high-net worth
Total advisors
1
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
91
Average account size
$5,549,588
About
Perceptive Edge provides investment advisory services to a mix of institutional and individual clients, including pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its services cover portfolio assessment, development of investment policy statements, long-term strategic asset allocation, investment manager selection, and ongoing monitoring and review.
The firm combines quantitative tools (including Markov Processes International and Morningstar) with qualitative due diligence on personnel, process, and organizational stability to build allocations and select managers consistent with each client’s investment policy. Perceptive Edge delivers advice on both discretionary mandates and non‑discretionary consulting engagements, documenting investment guidelines and restrictions in written engagement letters and conducting periodic client meetings.
What distinguishes Perceptive Edge from many peers is the preponderance of non‑discretionary assets under advisement—approximately $322 million non‑discretionary versus about $183 million discretionary—reflecting a significant focus on consulting relationships rather than solely discretionary portfolio management. The firm also supports plan‑focused clients through project‑based consulting and periodic educational sessions or workshops alongside its manager‑selection and monitoring work.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
Fixed fees charged for project-based consulting services, determined by scope and complexity.
$0 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
$200 to $400 per hour depending on scope and complexity.
Account minimum: $1,000,000 Fee-only: Retainer fees typically range from $10,000 to $80,000 per year for non-discretionary consulting services.
Main office location
Perceptive Edge Investment Management, Inc.
15600 Wayzata Blvd., Suite 101
Wayzata MN 55391, United States
Number of offices
1
Most active in
Perceptive Edge Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Minnesota · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")