Perch Wealth is an investment firm specializing in real estate and alternative investments. With more than two hundred years of combined experience and recognized as the most experienced team in the alternative investment industry, the Perch Wealth team is qualified to guide you in a variety of investment opportunities within this niche space.
Managing partners Ben Carmona and Ehud Gersten recognized a gap in the alternative investment industry. Leveraging their experience and business acumen, they established an alternative investment firm that offers clients the quality of service and informed guidance that investors deserve.
Perch Wealth is dedicated to guiding clients in their investments. The Perch Wealth team’s comprehensive understanding of real estate and alternative investments, structures, and strategies results from their combined experience in acquisitions, finance, due diligence, underwriting, and product structuring. They provide clients access to the very best alternative investment strategies the market has to offer. These investment opportunities include, but are not limited to, Delaware Statutory Trusts (DSTs), private real estate investment Trusts (REITs), private equity and debt funds, interval funds, and other private placement syndications.
Perch Wealth was created with the client in mind. Every member of the Perch team was hand-selected to ensure Perch clients were informed only by experienced and seasoned professionals. Senior staff members include those with their JDs, MBAs, and CPAs, and most hold their Financial Industry Regulatory Authority (FINRA) series 7 and 66 securities licenses.
Delivering Services from the Perch
What’s the significance behind the name Perch Wealth? A “perch” is defined as a vantage point for a bird, which is considered a prominent position. Perch Wealth provides best in-class investment services from its “Perch” through leveraging its extensive relationship network and the team members’ decades of experience. Perch Wealth strives to provide its clients with the highest quality service and the most objective and informed guidance to strive to help all clients meet their investment goals.
