John William Peregrim
Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$52.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mai Capital Management, LLCOct 2024 to now
- Hyperion Partners, LLCJan 2020 to Oct 2024
- Penn State UniversityAug 2019 to Dec 2019
- Hyperion Partners, LLCMay 2019 to Aug 2019
- Penn State UniversityAug 2018 to Apr 2019
- Bridgers SchillMay 2018 to Aug 2018
- Penn State UniversityAug 2017 to Apr 2018
- Bridgers SchillJun 2017 to Aug 2017
- Penn State UniversityAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7216928
- Firm CRD
- 109807