Philip Allen Hart

Philip Allen Hart is a founding partner and senior portfolio manager at Perigon Wealth Management, LLC. Perigon’s team page lists him as “Philip Hart” with the title “Founding Partner | Senior Portfolio Manager,” and the firm identifies itself as an SEC-registered investment adviser.

Regulatory records identify him as Philip Allen Hart, CRD/IAPD individual ID 1231843, with active investment-adviser status and current affiliation with Perigon Wealth Management, LLC in San Francisco. The same records list no disclosure events. His registered states include California and Hawaii.

Hart’s earlier securities-industry registrations include Prudential-Bache Securities Inc. from January 25, 1984 to April 13, 1984, and Bear, Stearns & Co. Inc. from November 5, 1985 to July 25, 1988. His listed exams include Series 7 in 1984, Series 3 in 1986, Series 63 in 1986, and Series 65 in 2016. Public firm and regulatory sources reviewed did not list his education.

• Public sources identify Hart as a wealth-management and portfolio-management professional, not as a venture fund manager.
• No public source reviewed verified the stub’s “Angel Investors” firm type, “Seed Round” stage, check size, or a startup-investing thesis for Hart.
• Perigon states that, as an independent RIA, it is “agnostic with regards to investment selection” and chooses investments in clients’ best interest and aligned with their values.
• Perigon’s client focus includes individuals and families, business owners, executives, organizations, athletes, and musicians/entertainers, with services spanning financial planning, investment management, retirement planning, charitable giving, estate/legacy planning, liquidity events, concentrated-stock planning, and tax-aware planning.
• Perigon has formal impact-investing capabilities through a dedicated Impact Team led by Bud Sturmak; that is a firm capability rather than a Hart-specific venture thesis.