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PERMCAP INVESTMENT OFFICE
Legal name: PERMANENS CAPITAL L.P.
CRD 157476File 801-72416
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.02B
Top 25% of cohort (national)
Discretionary AUM
$1.80B
Non-discretionary $2.22B
Clients
61
65 accounts
Employees
17
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 13, 2011
- Principal office
- 10 GILLON STREET, CHARLESTON, SC, 29401
- Phone
- 843 882 7950
- Website
- https://permcap.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.02B
- Discretionary AUM
- $1.80B
- Non-discretionary AUM
- $2.22B
- Discretionary accounts
- 51
- Non-discretionary accounts
- 14
- Total accounts
- 65
- AUM per client
- $65.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $632.7M |
| High net worth individuals | 39 | $2.89B |
| Pooled investment vehicles | 11 | $27.6M |
| Pension and profit sharing plans | Fewer than 5 | $22.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 61 | decreased by4 |
| Apr 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 46 | 65 | increased by19 |
| Apr 1, 2026 | AUM | $4,932,477,414 | $4,017,549,299 | decreased by$914,928,115 |
| Apr 1, 2026 | Accounts | 46 | 65 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 44 | 46 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,470,172,010 | $4,932,477,414 | increased by$462,305,404 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 44 | 46 | increased by2 |
| Apr 1, 2022 | Clients | 81 | 44 | decreased by37 |
| Apr 1, 2022 | AUM | $3,726,101,932 | $4,470,172,010 | increased by$744,070,078 |
| Apr 1, 2022 | Accounts | 81 | 44 | decreased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERMCAP INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERMCAP INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.