Perkins Fund Marketing

Financial ServicesUnited States11-50 Employees

Perkins Fund Marketing (“PFM”) was founded in 1997 by Gilman C. Perkins “Chip” and is a FINRA registered broker/dealer. PFM provides professional alternative investment marketing/capital raising services to fund managers including hedge and private equity funds.  PFM employs 6 professionals, all of whom are Series 7, 82, 50 and/or 63 registered representatives and three of whom are Series 24 registered principals.  

PFM’s professional marketing representatives bring broad and deep experience in the financial services sector. Some of the benefits we provide to fund managers include:

•	PFM’s full service approach which allows fund managers the ability to devote their immediate and limited resources to portfolio management rather than on marketing and capital raising.

•	Access to deep and trusting investor relationships built through years of quality service provided by our professionals.  PFM’s investor contacts expect us to bring to them high quality, pre-screened opportunities on which significant due diligence has been performed. 

•	Creating/enhancing marketing materials (which includes ensuring all material is regulatory compliant) and working with fund managers on presentation skills to best articulate their strategy, investment philosophy and risk management process to potential investors.

•	Defining the target market, streamlining the marketing process and providing ongoing communication with prospective and current investors.

Since PFM’s inception, the firm has raised over $7 billion for the funds it has represented.

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