George E Perdue
0trades
$27.9Mest. assets · Termination
No published trades on file.
Asset holdings
Termination · filed —All positions
62 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA | Self | — | — |
| Fidelity Government Cash Reserves FDRXX | Self | $1K – $15K | — |
| Fidelity 500 Index FXAIX | Self | $15K – $50K | $201 – $1K |
| Baron Emerging Markets Fund Retail BEXFX | Self | $1K – $15K | — |
| Columbia Dividend Opportunity CL A INUTX | Self | $1K – $15K | — |
| Columbia Select Lrg Cap Growth CL A ELGAX | Self | $15K – $50K | — |
| Delaware Value Fund CL A DDVAX | Self | $15K – $50K | $201 – $1K |
| Driehaus Micro Cap Growth Fund DMCRX | Self | $1K – $15K | — |
| MFS International Value Fund CL A MGIAX | Self | $15K – $50K | $201 – $1K |
| T Rowe Price Growth Stock Advisor CL TRSAX | Self | $15K – $50K | — |
| Ridgeworth Ceredex Mid Cap Value EQ I SMVTX | Self | $15K – $50K | $201 – $1K |
| T Rowe Price Intl Stock Advisor CL PAITX | Self | $15K – $50K | — |
| TCW Relative Value Dividend Apprec CL N TGIGX | Self | $15K – $50K | $201 – $1K |
| Touchstone Focused CL A TFOAX | Self | $1K – $15K | — |
| Touchstone Small Cap Value CL A TVOAX | Self | $1K – $15K | — |
| Victory Global Natural Resources A RSNRX | Self | $1K – $15K | — |
| Wasatch International Opportunities Fund WAIOX | Self | $1K – $15K | — |
| Wasatch Frontier Emerging Small CO's WAFMX | Self | $1K – $15K | — |
| Avenue Credit Strategies Investor ACSAX | Self | $1K – $15K | $201 – $1K |
| Doubleline Total RT Bond FD CL N DLTNX | Self | $1K – $15K | $201 – $1K |
| Doubleline Low Durtn Emerg Mkts FIX Inc N DELNX | Self | $1K – $15K | — |
| Dreyfus Bond Market Index Invs DBMIX | Self | $1K – $15K | $201 – $1K |
| Driehaus Event Driven Fund DEVDX | Self | $1K – $15K | — |
| JP Morgan Strategic Income Opport A JSOAX | Self | $1K – $15K | — |
| Riverpark Strategic Income Fund Retail RSIVX | Self | $1K – $15K | — |
| Riverpark Short Term High Yield Retail RPHYX | Self | $1K – $15K | — |
| Rivernorth Core Opportunity FD L R RNCOX | Self | $1K – $15K | $201 – $1K |
| Driehaus Active Income Fund LCMAX | Self | Under $1K | — |
| Georgia Legislative Retirement System (Defined Benefit Pension - Value not Readily Ascertainable) | Self | — | State retirement payments. Filer receives $326.71 per month. |
| Roth IRA | Spouse | — | — |
| JP Morgan Income Builder Fund Cl C JNBCX | Spouse | Under $1K | — |
| U.S.bank account #1 (cash) | — | $100K – $250K | Interest · $201 – $1K |
| Residential real estate, Butts County, Georgia | — | $500K – $1M | — |
| Undeveloped land, Osceola County, Florida | — | $250K – $500K | — |
| Undeveloped land, Houston County, Georgia | — | $250K – $500K | — |
| Undeveloped land, Houston County, Georgia | — | $100K – $250K | — |
| TIAA Path2College 529 Plan | — | $100K – $250K | — |
| The FALF Preservation Trust | — | — | — |
| Falf LLC | — | — | — |
| Soque River Conservation LLC | — | $500K – $1M | Land rent and sale of conservation mitigation bank credits. · $17.1K |
| Perdue Business Holdings Inc. | — | — | — |
| Perdue, Inc. | — | $1M – $5M | Passive business ownership income · $5.3K |
| Houston Fertilizer and Grain Co., Inc. | — | $1M – $5M | — |
| StarPort Logistics LLC | — | $100K – $250K | Passive business ownership income. · $745 |
| Legacy 13:22 LLC | — | $5M – $25M | — |
| TW Rocky Mount Real Estate LLC | — | Under $1K | — |
| TWAS Rocky Mount LLC | — | $100K – $250K | Passive car wash business ownership interest. · $3.7K |
| U.S. bank account #2 (cash) | — | $15K – $50K | — |
| TW Apex Real Estate LLC | — | Under $1K | — |
| TWAS Apex LLC | — | Under $1K | — |
| TWAS Camden LLC | — | Under $1K | Passive car wash business ownership interest. · $935 |
| TW Camden Real Estate LLC | — | Under $1K | — |
| TW Pinehurst Real Estate LLC | — | Under $1K | — |
| TWAS Pinehurst LLC | — | Under $1K | Passive car wash business ownership interest. · $2.3K |
| TW Rapid City Real Estate, | — | $1M – $5M | — |
| TWAS Rapid City LLC | — | Under $1K | — |
| Perdue Partners LLC (dormant) | — | Under $1K | — |
| Perdue Consulting Group LLC (dormant) | — | Under $1K | — |
| U.S. bank account #3 (cash) | — | $250K – $500K | — |
| U.S. bank account #4 (cash) | — | $5M – $25M | Interest · $1K – $2.5K |
| FALF Management Trust | — | — | — |
| Perdue Management Holdings LLC | — | Under $1K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.