Overview
Assets Under Management: $365 million
Headquarters: CHICAGO, IL
Frequently Asked Questions
PERMANENT CAPITAL MANAGEMENT, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328318), PERMANENT CAPITAL MANAGEMENT, LP is subject to fiduciary duty under federal law.
PERMANENT CAPITAL MANAGEMENT, LP is headquartered in CHICAGO, IL.
According to their SEC Form ADV, PERMANENT CAPITAL MANAGEMENT, LP offers portfolio management for individuals and selection of other advisors. View all service details ↓
PERMANENT CAPITAL MANAGEMENT, LP manages $365 million in client assets according to their SEC filing dated October 08, 2024.
According to their SEC Form ADV, PERMANENT CAPITAL MANAGEMENT, LP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.64
Total Client Accounts: 60
Discretionary Accounts: 43
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 328318
Last Filing Date: 2024-10-08 00:00:00
Website: https://permanent-capital.com