# NORRIS PERNE & FRENCH LLP

NORRIS PERNE & FRENCH LLP of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 104683
- Type: SEC-registered investment adviser
- SEC file number: 801-3475
- Location: 40 PEARL ST., NW, SUITE 500, GRAND RAPIDS, MI, 49503-3026
- Phone: 616-459-3421
- Latest filing: 2026-03-27
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.7B
- Clients: 18
- Accounts: 3,233

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Kurt Marvin Arvidson | LIMITED PARTNER | — |
| Charles Louis Dutcher | LIMITED PARTNER | — |
| Daniel Jason Lupo | LIMITED PARTNER | — |
| David Steven Hodge | CHIEF COMPLIANCE OFFICER/LIMITED PARTNER | — |
| Tyler Jay Bosgraaf | LIMITED PARTNER | — |
| PERNE FORD CHARLES | PARTNER | — |
| FRENCH CHARLES RODERICK | PARTNER | — |
| DARLING JOHN DALLAS | CHIEF COMPLIANCE OFFICER/PARTNER; EQUITY PARTNER; EQUITY PARTNER / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| KOOP JAMES RONALD | PARTNER | — |
| FAIRMAN ROBERT PHILLIP | PARTNER | — |
| BOYLEN ROBERT CHARLES | EQUITY PARTNER; PARTNER | — |
| CANDLER ELIZABETH GREER | PARTNER | — |
| ARVIDSON KURT MARVIN | EQUITY PARTNER; LIMITED PARTNER; PARTNER (+1 more) | — |
| LERCHEN ELIZABETH GREER | PARTNER | — |
| WERT STEPHEN BRUCE | EQUITY PARTNER | — |
| STROCKIS JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| DUTCHER CHARLES LOUIS | EQUITY PARTNER; EQUITY PARTNER, CHIEF COMPLIANCE OFFICER; LIMITED PARTNER | — |
| WISENTANER JOHN FRANCIS | EQUITY PARTNER; LIMITED PARTNER | — |
| BARTL MARILEE KRISTEN | EQUITY PARTNER | — |
| LUPO DANIEL JASON | EQUITY PARTNER; LIMITED PARTNER | — |
| HODGE DAVID STEVEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/LIMITED PARTNER | — |
| BOSGRAAF TYLER JAY | LIMITED PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104683/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104683/similar
- Related entities: https://search.stillhousedata.com/firm/104683/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104683

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.