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PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318File 801-128881
APPROVED
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$768.9M
Above cohort median (national)
Discretionary AUM
$600.5M
Non-discretionary $168.4M
Clients
3
91 accounts
Employees
10
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 10, 2023
- Principal office
- 217 N. SANGAMON STREET, 10TH FLOOR, CHICAGO, IL, 60607
- Phone
- 773-343-4697
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $768.9M
- Discretionary AUM
- $600.5M
- Non-discretionary AUM
- $168.4M
- Discretionary accounts
- 54
- Non-discretionary accounts
- 37
- Total accounts
- 91
- AUM per client
- $256.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $525.5M |
| Insurance companies | Fewer than 5 | $56.0M |
| Charitable organizations | Fewer than 5 | $5.4M |
| High net worth individuals | Fewer than 5 | $133.8M |
| Pooled investment vehicles | 3 | $48.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.