Data / Investment advisers / Illinois / Permanent Capital Management, LP
Permanent Capital Management, LP, Chicago, IL: $769 million AUM, SEC registered investment adviser
Permanent Capital Management, LP is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $769 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include corporations and other businesses, high net worth individuals and insurance companies. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 328318
- SEC file number
- 801-128881
- SEC status
- Approved, effective October 10, 2023
- Main office
- 217 N. Sangamon Street 1001, Chicago, IL 60607
- Phone
- (773) 343-4697
- Website
- permcapital.com
- Regulatory AUM
- $768,906,969 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $600,536,126
- Non discretionary AUM
- $168,370,843
- Accounts
- 91
- Employees
- 10, of which 1 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 2 other private funds, 1 venture capital fund
- Gross assets of private funds
- $48,462,650
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | Fewer than 5 | $525.5 million |
| High net worth individuals | Fewer than 5 | $133.8 million |
| Insurance companies | Fewer than 5 | $56 million |
| Pooled investment vehicles | 3 | $48.3 million |
| Charitable organizations | Fewer than 5 | $5.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $768.9 million | March 27, 2026 |
| December 1, 2025 | $742.2 million | November 17, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corgi Strategies, LLC | Chicago | $799.3 million | Not listed | adviserinfo.sec.gov |
| Centric Wealth Management, LLC | Chicago | $792.9 million | Not listed | adviserinfo.sec.gov |
| Pfingsten Partners, L.L.C. | Chicago | $787 million | 4 | adviserinfo.sec.gov |
| Factor Wealth Management | Chicago | $781 million | Not listed | adviserinfo.sec.gov |
| Intrinsic Edge Capital Management LLC | Chicago | $771.8 million | 4 | adviserinfo.sec.gov |
| Air Asset Management | Chicago | $754.2 million | 13 | adviserinfo.sec.gov |
| Ofs Clo Management, LLC | Chicago | $743.9 million | 4 | adviserinfo.sec.gov |
| Waystone Asset Management (USA) LLC | Chicago | $742.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Permanent Capital Management, LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.