Perkea Capital Securities Inc Customer Relationship Summary (Form CRS)

Table of Contents

1. About Us
2. Services and Fees
3. Investment Advice and Strategy
4. Risk Disclosure
5. Client Rights and Responsibilities
6. Material Relationships and Conflicts of Interest
7. Investor Suitability Statement

1. About Us

Perkea Capital Securities Inc is an SEC-registered investment management firm dedicated to providing professional asset management services to accredited investors. Our mission is to help clients achieve wealth growth through disciplined and research-driven investment strategies.

2. Services and Fees

We primarily offer personalized investment management services, helping clients customize their asset portfolios. Our fees are based on a percentage of assets under management (AUM), with specific rates varying by account size.

Please note that fees reduce your investment returns, and detailed fee schedules are available upon request from your relationship manager.

3. Investment Advice and Strategy

Our investment strategy combines value investing and growth investing principles, with diversified allocation across multiple asset classes.

Investment decisions are based on rigorous market analysis and risk assessment, aiming to achieve capital appreciation while controlling risk.

4. Risk Disclosure

Investing involves risks, including market volatility and liquidity risks. Clients may experience partial or total loss of principal.

While we maintain risk management procedures, investment risks cannot be completely eliminated.

5. Client Rights and Responsibilities

Clients have the right to receive transparent information regarding our services and fees.

Clients are responsible for providing accurate information about their investment objectives and risk tolerance.

Any questions can be addressed to your relationship manager or the relevant regulatory authority.

6. Material Relationships and Conflicts of Interest

The firm may encounter situations where conflicts of interest arise.

We implement strict compliance measures to protect client interests, and any material conflicts will be disclosed promptly.

7. Investor Suitability Statement

Our services are intended for accredited investors with some investment experience and the ability to tolerate market risk.

Clients are required to complete a risk tolerance assessment to ensure our services are suitable for their investment profile.