# PERENNIAL ADVISORS GROUP, LLC

PERENNIAL ADVISORS GROUP, LLC of WESTFORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 128600
- Type: SEC-registered investment adviser
- SEC file number: 801-62908
- Location: 270 LITTLETON ROAD, SUITE 19, WESTFORD, MA, 01886
- Phone: (978) 577-6025
- Latest filing: 2026-07-29
- Regulatory AUM: $397.4M
- Discretionary AUM: $397.4M
- Clients: 4
- Accounts: 662

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| David Allan Carpenter | MANAGING MEMBER/OWNER/PRINCIPAL; TRUSTEE | — |
| Kelsey Lynn Brennan | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | — |
| Tyler Bruce Dostie | FINANCIAL ADVISOR/SHAREHOLDER | — |
| BRENNAN MARY LYNN | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR; FINANCIAL ADVISOR | — |
| CARPENTER DAVID ALLAN | MANAGING MEMBER/OWNER/PRINCIPAL; MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER; OWNER/PRINCIPAL (+4 more) | — |
| DOSTIE TYLER BRUCE | FINANCIAL ADVISOR/SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128600/similar
- Related entities: https://search.stillhousedata.com/firm/128600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128600

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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.