AUM Growth Independent Chicago-based RIA established in 1987 manages over 300 million in client assets, signaling a mature client base and potential for expansion of advisory services and outsourced solutions.

Mid-Sized Focus Firm size (11-50 employees) places Perritt Capital Management in a sweet spot for scalable technology, reporting, and service enhancements that appeal to mid-market investment managers seeking robust infrastructure without enterprise-scale complexity.

Active Equity Moves Frequent small to mid-sized equity stakes across financials, electronics, and consumer sectors indicate appetite for diversified, research-heavy investment strategies that can benefit from enhanced data analytics, research subscriptions, and portfolio tools.

Technology Stack Uses modern cloud and analytics tools (Microsoft Azure, Office 365, All in One SEO, Piwik PRO) suggesting openness to additional data platforms, CRM enhancements, and security/compliance solutions to support growing assets and client reporting.

Revenue & Growth Potential Reported revenue range of 25–50 million with asset base exceeding 300 million provides a solid budget for targeted sales of advanced investment analytics, compliance software, client portal upgrades, and managed services to support growth.