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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 Aug 7, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 61 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.