PERPETUA

Legal name: PERPETUA INVESTMENT MANAGERS (PTY) LIMITED

CRD 315222File 801-122011

APPROVED

Filing as of May 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.67B

Top 25% of cohort (national)

Discretionary AUM

$1.67B

Clients

26 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: HQ
Registration date: Feb 4, 2026
Principal office: 5TH FLOOR, THE CITADEL, 15 CAVENDISH STREET, CLAREMONT, CAPE TOWN, WESTERN CAPE, 7708
Phone: + 27 021 180 4900
Website: https://www.linkedin.com/company/perpetua-investment-managers-pty-ltd/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.67B
Discretionary AUM: $1.67B
Non-discretionary AUM: $0
Discretionary accounts: 26
Non-discretionary accounts: 0
Total accounts: 26
AUM per client: $61.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.4M
Charitable organizations	Fewer than 5	$15.0M
Other investment advisers	6	$73.3M
Pooled investment vehicles	4	$90.5M
Pension and profit sharing plans	Fewer than 5	$97.9M
State or municipal government entities	11	$1.39B

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: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

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

Filed changes

Date	Field	From	To
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.