Perigon, iCapital Join Forces to Bolster Alts Platform

Perigon Wealth Management has partnered with the iCapital alternative investment marketplace platform to assist its financial advisors in meeting increasing client demand for private market vehicles. The new venture will offer “a diversified range of alternative investments,” such as private equity, private credit, hedge funds, and real assets.

“Enhancing access to high-quality alternative investment opportunities supports our growth strategy by giving our advisors the tools they need to deliver strong, diversified portfolios to our clients while also attracting sophisticated advisors and clients to our firm,” said Perigon CEO Art Ambarik.”

Perigon, a $7.75 billion advisory firm based in San Francisco, has expanded its teams and offices to six key markets since December 2021. In September 2022, the firm announced a merger with PM Wealth Management and a strategic partnership with Prager Metis CPAs, a tax advisory firm. In November 2022, Perigon announced the acquisition of Nauset Wealth Management and the expansion of its Atlanta branch.