Perkins Capital Management Inc

Perkins Capital Management provides fully discretionary, fee‑based portfolio management to individuals, retirement accounts, trusts, charitable organizations, corporations, employee benefit plans, and a registered mutual fund. The firm reports roughly $139 million in assets under management across its client accounts, including the Perkins Discovery Fund.

The firm’s investment approach is a search‑for‑opportunity style that emphasizes identifying companies undergoing positive change, holding concentrated equity positions for extended periods, and generally under‑trading rather than frequent trading; balanced portfolios are managed to seek income with attention to credit quality and yield curves. Portfolio construction combines fundamental, technical, and chart analysis, supplemented by company visits and research, and the firm will occasionally allocate accredited accounts to private placements and PIPE transactions.

Noteworthy for a smaller adviser, PCM serves an investment company client and co‑manages that registered fund alongside its separate accounts, and it participates in wrap‑fee arrangements with brokers; the firm maintains written procedures to address side‑by‑side allocation and potential conflicts. The firm also permits borrowing in separately managed accounts, engages in private security pricing and cross‑transactions with affiliated accounts under its Code of Ethics, and discloses these practices and related controls in its brochure.