PERSPECTIVE FINANCIAL SERVICES LLC
SEC file number 801-67234
· PHOENIX, AZ
https://perspective.co ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$212.7M
Discretionary AUM
$210.3M
Employees
7
Clients
23
Firm
- Address
- 1440 E. MISSOURI AVENUE
PHOENIX, AZ 85014 - Phone
- —
- Website
- https://perspective.co
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- PEOPLES FINANCIAL SERVICES CORP. Medium name-match confidence · CIK 1056943 · PA
- FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
- EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
- Onex Partners Financial Services LP Medium name-match confidence · CIK 2158381 · NY
- Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
- Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
- Movik Financial Services Inc. Medium name-match confidence · CIK 2159548 · FL
- Onex Partners Financial Services A LP Medium name-match confidence · CIK 2158555 · NY
- Tierra Financial Services, L.L.C. Medium name-match confidence · CIK 2090387 · AZ
- Pinnacle Financial Services 1 LLC Medium name-match confidence · CIK 2051660 · CT
- Brown Box Financial Services, Inc. Medium name-match confidence · CIK 1666025 · TX
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Onex Partners Financial Services LP · D · Nov 2, 2026
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Onex Partners Financial Services A LP · D · Nov 2, 2026
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Movik Financial Services Inc. · D · Oct 9, 2026$325K
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Movik Financial Services Inc. · D · Oct 9, 2026$4.5M
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FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
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FSB Financial Services, Inc. · D · May 15, 2026$30M
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Tierra Financial Services, L.L.C. · D · Mar 27, 2026
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EJF Financial Services Fund, LP · D/A · Mar 12, 2026
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Pinnacle Financial Services 1 LLC · D/A · Jan 13, 2026$50M
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
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CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
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PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025$85M
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EJF Financial Services Fund, LP · D/A · Mar 12, 2025
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Pinnacle Financial Services 1 LLC · D · Jan 13, 2025$50M