The Perennial Companies

What The Perennial Companies does

The Perennial Companies, LLC is a privately held investment management firm headquartered in New York that invests in alternative assets with a focus on commercial real estate, hospitality, and private equity, while also providing real estate advisory and management services. The firm is co-founded and led by Managing Partner Anthony Juliano and Partner Jason Kwik, both of whom previously held senior positions at GE Capital Real Estate and Silverpeak Real Estate Partners, and brings prior experience at Dubai Investment Group and Thacher Proffitt & Wood to its investment process. Since 2006, Juliano has been responsible for global equity investment originations and investment management for a family office vehicle owned by the Ruler of Dubai, with that portfolio approaching $4B in market value across the U.S. and Europe spanning hospitality, multifamily, office, retail, student housing, and R&D asset classes.

The firm's offering is structured around three pillars: the Perennial Middle Market Program, which targets value-add acquisitions and developments in secondary markets at the $10M-$75M range; the Perennial Separate Accounts Program, which tailors strategies to specific investor objectives; and a Special Situations capability covering loan workouts, lender restructuring, partner buyouts, and asset performance optimization. Across these programs the management team has overseen over $4B of assets under management over the past decade.

The Perennial Companies serves high net worth individuals, family investment offices, foreign investors, and institutional clients, generating revenue primarily through recurring investment management fees on assets managed in the U.S. and Western Europe. Distribution is conducted exclusively through direct, relationship-driven field sales rather than third-party intermediaries, with deal sourcing flowing through the partners' deep network of operating partners, advisors, lenders, intermediaries, and direct sellers. No public funding rounds, institutional investors, or parent-company ownership are disclosed in the source data; ownership appears concentrated with the founding partners.

Name

The Perennial Companies

Legal name

The Perennial Companies, LLC

Website

https://perennialcos.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

The Perennial Companies is a privately held, New York-based alternative investment management firm co-founded by Anthony Juliano and Jason Kwik that invests in commercial real estate, hospitality, and private equity on behalf of high net worth individuals, family offices, and foreign investors across the U.S. and Western Europe.

Ownership category

akta.pro rank

Product category

Alternative Asset Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

akta.pro secondary industries

Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB), Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI)

Keywords

• Alternative asset management
• Commercial real estate investment
• Private equity investments
• Investment management services
• Real estate advisory

Headquarters

HQ city

New City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Management Fees: Perennial generates revenue through investment management fees charged to clients for acquisition, underwriting, and portfolio management services. The firm also likely earns performance-based fees alongside management fees typical in the alternative investment management industry. Services are provided to high net worth individuals, family investment offices, and foreign investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The Perennial Companies, LLC is an investment management firm that invests in alternative assets with a focus on commercial real estate, hospitality, and private equity. The firm also provides real estate advisory and management services to clients and investors, including acquisition, underwriting, and portfolio management for investments located in the U.S. and Western Europe, operating through the Perennial Middle Market Program and the Perennial Separate Accounts Program.

Product overview

The Perennial Companies is an investment management firm offering a unified platform of alternative asset investment services. The core offerings include two structured investment programs—the Perennial Middle Market Program (targeting $10M-$75M value-add investments in secondary markets) and the Perennial Separate Accounts Program (customized to investor objectives)—alongside institutional-grade investment management, real estate advisory, and special situations advisory services. The programs collectively manage a portfolio exceeding $4B across real estate assets and direct equity investments in operating companies.

Differentiator

Problem solved

Functional benefit

Brands

• Perennial Middle Market Program: Focused on acquiring and developing value-add investments in secondary markets in the $10M-$75M range.
• Perennial Separate Accounts Program

Products and services

• Perennial Middle Market Program

Quantifiable outcome

• Over $4B in assets under management over the past decade
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Madison International Realty: Boutique real estate investment manager focused on secondary-market, middle-market equity and structured capital. Similar target deal size range and overlap with family office and HNW capital pools.
• Long Wharf Real Estate Partners: Middle-market value-add real estate investment manager targeting secondary markets across the US. Comparable investment thesis, deal sizing, and underwriting approach to Perennial's Middle Market Program.
• PCCP, LLC: Real estate and real assets private equity firm offering separate accounts and commingled funds to institutional and family office investors. Comparable structure with bespoke mandate capability and middle-market focus.
• Artemis Real Estate Partners: Mid-market real estate investment manager running value-add and special situations strategies for institutional and high net worth investors. Closely comparable to Perennial in fund size, asset class mix, and target investor base.

Broad incumbents

• Angelo Gordon: Alternative asset manager with real estate, credit, and special situations capabilities. Directly comparable for special situations advisory and workout expertise, but operates at significantly broader scale.
• Blackstone Real Estate: Largest global real estate investment manager serving institutional, family office, and HNW investors across virtually all strategies. Defines the upper bound of competition for talent, deal flow, and LP relationships.
• AEW Capital Management: Established real estate investment manager with broad capabilities across US and European markets, serving institutional and family office clients. A larger incumbent offering similar separate account and core/value-add strategies.
• Brookfield Real Estate: Global real estate investment manager with broad value-add, opportunistic, and special situations capabilities across the US and Europe. Comparable geographic footprint and ability to absorb middle-market flow.

Others

• Cushman & Wakefield Investors: Global commercial real estate services firm offering investment management, advisory, and capital markets capabilities. Adjacent peer as a counterparty in deal sourcing, advisory, and asset management for middle-market investors.

Regional players

• RFR Holding: Boutique real estate investment and development firm with deep expertise in hospitality, office, and mixed-use assets. Comparable asset class mix (especially hospitality) and boutique structure, though more operating-oriented.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/the-perennial-companies-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Perennial Companies