Data / Investment advisers / South Carolina / Permcap Investment Office
Permcap Investment Office, Charleston, SC: $4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Permcap Investment Office is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $4 billion in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 10 private funds.
The request: Watch Permcap Investment Office (CRD number 157476): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 157476
- SEC file number
- 801-72416
- SEC status
- Approved, effective June 13, 2011
- Legal name
- Permanens Capital L.P.
- Main office
- 10 Gillon Street, Charleston, SC 29401
- Phone
- (843) 882-7950
- Website
- permcap.com
- Regulatory AUM
- $4,017,549,299 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $1,797,974,370
- Non discretionary AUM
- $2,219,574,929
- Accounts
- 65
- Employees
- 17, of which 6 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 10: 6 other private funds, 3 private equity funds, 1 hedge fund
- Gross assets of private funds
- $708,357,569
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 11, 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 |
|---|---|---|
| High net worth individuals | 39 | $2.89 billion |
| Charitable organizations | 9 | $632.7 million |
| Pooled investment vehicles | 11 | $27.6 million |
| Pension and profit sharing plans | 2 | $22.4 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 | $4.02 billion | March 31, 2026 |
| December 1, 2025 | $4.93 billion | July 31, 2025 |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greystar Investment Group, LLC | Charleston | $36.50 billion | 51 | adviserinfo.sec.gov |
| Performa Limited (US), LLC | Charleston | $4.49 billion | 2 | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | $682 million | 3 | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | Not listed | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | $405.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Permcap Investment Office on the SEC's adviser search
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.