Eric James Perry

Employer firm

Capinsights Partners, LLC CRD 327448

Reported services (Item 5G)

• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 05/2020
  Varde Partners
  Minneapolis, MN
• 06/2020 → 12/2022
  Hyland Hill Investment Partners
  Minneapolis, MN
• 01/2023 → 06/2023
  Capinsights Partners
  Minneapolis, MN
• 06/2023 → 08/2023
  Blueprint Investment Partners
  Greensboro, NC
• 09/2023 → Present
  Capinsights Partners
  Greenwich, CT
• 03/2023 → Present
  Old City Securities
  New York, NY

Previous Registrations

• 2023-09-17 → 2025-12-31
  Capinsights Partners, Llc
  Greenwich, CT
  St. Paul, MN
• 2023-07-07 → 2023-11-20
  Blueprint Investment Partners Llc
  St. Paul, MN
  Greensboro, NC
• 2009-03-23 → 2012-07-06
  Mesirow Financial Investment Management, Inc.
  Chicago, IL

Other Businesses

Old City Securities LLC, Yes, 589 FIFTH AVENUE, PH, NEW YORK, NY 10017, Broker-Dealer, Registered Representative, 03/2023

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-01
• S65 Uniform Investment Adviser Law Examination
  2023-07-07

Other Names

• Eric Perry