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PERMIAN

Legal name: PERMIAN INVESTMENT PARTNERS, LP

CRD 156893File 801-72321
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Clients
8
9 accounts
Employees
12
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
May 10, 2011
Principal office
1333 OAK LAWN AVE, SUITE 900, DALLAS, TX, 75207
Phone
212-257-6080

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.43B
Discretionary AUM
$2.43B
Non-discretionary AUM
$0
Discretionary accounts
9
Non-discretionary accounts
0
Total accounts
9
AUM per client
$304.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Non-U.S. personsFewer than 5$624.7M
Pooled investment vehicles8$1.81B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.