Data / Investment advisers / Perpetua
Perpetua, Cape Town, Western Cape, South Africa: $1.7 billion AUM, SEC registered investment adviser
Perpetua is an SEC registered investment adviser with its main office in Cape Town, Western Cape, South Africa and reports $1.7 billion in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include state and municipal governments, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 315222
- SEC file number
- 801-122011
- SEC status
- Approved, effective February 4, 2026
- Legal name
- Perpetua Investment Managers (Pty) Limited
- Main office
- 5th Floor, the Citadel, 15 Cavendish Street Claremont, Cape Town, Western Cape, South Africa 7708
- Phone
- + 27 021 180 4900
- Regulatory AUM
- $1,672,539,289 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $1,672,539,289
- Accounts
- 26
- Employees
- 24, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 26, 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 |
|---|---|---|
| State or municipal government entities | 11 | $1.39 billion |
| Pension and profit sharing plans | 4 | $97.9 million |
| Pooled investment vehicles | 4 | $90.5 million |
| Other investment advisers | 6 | $73.3 million |
| Charitable organizations | 1 | $15 million |
| Corporations or other businesses | 1 | $1.4 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 |
|---|---|---|
| June 1, 2026 | $1.67 billion | May 26, 2026 |
| March 2, 2026 | $1.05 billion | January 27, 2026 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Perpetua 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.