Mentor Perpetual Advisors LLC (Richmond)

Mentor Perpetual Advisors LLC is a large advisory firm based in Richmond. It manages $379.91 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Mentor Perpetual Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mentor Perpetual Advisors: assets under management

The assets under management (AUM) of Mentor Perpetual Advisors LLC is $379.91 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $379.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mentor Perpetual Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mentor Perpetual Advisors LLC

Christopher Paul Conkey has been acting as President since 1 Aug 2000. Eimco Trust (Mbt) joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martyn Arbib	Manager	1 May 1995	Other	4390265
Roger Courtenay Cornick	Manager	1 May 1995	Other	4390267
David Stanley Mossop	Manager	1 May 1995	Other	4390271
First Union National Bank	Shareholder	1 Jul 1999	75% - 100%	22-1147033
First Union Corporation	Shareholder	1 Jul 1999	75% - 100%	56-0898180
John Robert Wilson Stephens	Vice president	1 Jul 1999	Other	3158922
Dennis Henry Ferro	Manager	1 Jul 1999	Other	2477513
Llc Evergreen Investment Management Co.	Shareholder	1 Jan 2000	50% - 75%	104594
Robert Yerbury	Vice president	1 Jun 2000	Other	4390269
Thomas William Trickett	Vice president, treasurer	1 Aug 2000	Other	1668037
Christopher Paul Conkey	President	1 Aug 2000	Other	2671158
Amvestco Plc	Shareholder	1 Oct 2000	50% - 75%	amvestco
Eimco Trust (Mbt)	Shareholder	1 Jan 2001	75% - 100%	52-2289758

Based in Richmond

The principal office where Mentor Perpetual Advisors LLC performs its advisory services is located at 951 East Byrd Street, Richmond, VA 23219 The mailing address of the firm is Post Office Box 1357, Richmond, VI 23211. The firm also has an office outside of the United States.