MA-I/A
    
      
        0001065360
        XXXXXXXX
      
      
        Gilman C. Perkins
        954-953-6351
      
      cperkins@pfm-llc.com
      
        lchampagne@pfm-llc.com
      
    
  
  
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      Lisa
      Ann
      Holzwarth
    
    2596349
    N
    1
    
      
        
          
            0001065360
          
          PERKINS FUND MARKETING, L.L.C.
          03-01-2000
          N
        
        
          
            867-01130
          
        
        
          
            SUPERVISED
            07-01-2020
            
              
                4500 PGA Blvd., Suite 204
                Palm Beach Gardens
                FL
                33418
              
            
          
          
            LOCATED
            07-01-2020
          
        
      
    
    
      
        Lisa
        Ann
        HolzwarthWhite
      
    
    
    
      
        03-2000
        Perkins Fund Marketing, L.L.C.
        
          Palm Beach Gardens
          
            FL
          
          33418
        
        Y
        Y
        Senior Managing Director
      
    
    Y
    
      
        10-2019
        Perkins Fund Development and Distribution
        
          122 E Sandpiper Circle
          Jupiter
          FL
          33447
        
        N
        Y
        Providing consulting services to various investment managers to develop fund marketing strategies
        Member
        16
        Work on consulting projects creating content
      
    
    
      
        
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        12-01-2021
        Gilman C Perkins
        Principal