PERMANENT EQUITY MANAGEMENT
PERMANENT EQUITY MANAGEMENT, LLC Legal Name
Adviser information for PERMANENT EQUITY MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $400.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $400.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $400.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesFEES FROM PORTFOLIO COMPANIES |
Identifiers
| SEC RIA File Number | 801-119179 |
|---|---|
| SEC ERA File Number | 801-119179 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309530 |
| Legal Entity Identifier | None |
Principal Office
315 N TENTH ST.COLUMBIA
MO
United States
Monday - Friday, 8 AM - 5 PM
Tel: 573-445-0678, Fax: 000-000-0000
Chief Compliance Officer
LEE TAYLOR HALL
MANAGING DIRECTOR AND CHIEF LEGAL OFFICER
315 N TENTH STREET
COLUMBIA
MO
United States
Tel:
573.445.0678
T*****@******************M
(Full email address available in API data)
Industry Affiliates
| PERMANENT EQUITY GP | Sponsor, GP, manager of pooled investment vehicles |
| PERMANENT EQUITY GP II | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PERMANENT EQUITY I, LP | Private Equity Fund | $68.5M | $0.1M | 37 |
| PERMANENT EQUITY II PARALLEL FUND, LP | Private Equity Fund | $110.6M | $0.1M | 2 |
| PERMANENT EQUITY II, LP | Private Equity Fund | $221.8M | $0.1M | 64 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BESHORE, BRENT, CORNELL | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2017 | < 5% |
| HANSON, TIMOTHY, BENJAMIN | Individual | – | PRESIDENT / CHIEF INVESTMENT OFFICER | 10/2018 | < 5% |
| SOLUTION HOLDINGS, L.L.C. | Domestic Entity | – | OWNER | 11/2017 | > 75% |
| HALL, LEE, TAYLOR | Individual | – | CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR/ CHIEF LEGAL OFFICER | 07/2019 | < 5% |
| BROOKS, MARK, PAUL | Individual | – | PRESIDENT / CHIEF OPERATING OFFICER | 08/2019 | < 5% |
| HOLDMAN, EMILY, LORRAINE | Individual | – | MANAGING DIRECTOR | 08/2019 | < 5% |
| BESHORE, BRENT, CORNELL | Individual | SOLUTION HOLDINGS, L.L.C. | OWNER | 11/2017 | > 75% |
| GALLOWAY, NICOLE, MARIE | Individual | – | CHIEF FINANCIAL OFFICER | 01/2023 | < 5% |