PERMANENT CAPITAL MANAGEMENT, LP
Adviser information for PERMANENT CAPITAL MANAGEMENT, LP last updated from Form ADV on February 7th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 35 | $121.6M |
| Non-Discretionary | 0 | $0 |
| Total | 35 | $121.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $121.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128881 |
|---|---|
| SEC ERA File Number | 801-128881 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328318 |
| Legal Entity Identifier | None |
Principal Office
333 N GREEN STREETSUITE 818
CHICAGO
IL
United States
Monday - Friday, 9:00 TO 5:00
Tel: 312-961-8251, Fax: None
Chief Compliance Officer
JOSEPH SHENTON
PRINCIPAL
333 N GREEN STREET
SUITE 818
CHICAGO
IL
United States
Tel:
312-961-8251
J**@**************M
(Full email address available in API data)
Industry Affiliates
| PERMANENT CAPITAL FUND MANAGEMENT, LP | Sponsor, GP, manager of pooled investment vehicles |
| PERMANENT CAPITAL VENTURES MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PERMANENT CAPITAL PARTNERS, LP | Domestic Entity | – | LIMITED PARTNER | 08/2023 | > 75% |
| SHENTON, JOSEPH, W. | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |
| SHENTON, JOSEPH, W. | Individual | PERMANENT CAPITAL PARTNERS GP, LLC | LIMITED PARTNER | 08/2023 | 50-75% |
| GAMSON, MICHAEL, MERRICK | Individual | PERMANENT CAPITAL PARTNERS GP, LLC | LIMITED PARTNER | 08/2023 | 50-75% |
| PERMANENT CAPITAL PARTNERS GP, LLC | Domestic Entity | PERMANENT CAPITAL PARTNERS, LP | GENERAL PARTNER | 08/2023 | |
| PERMANENT CAPITAL PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2023 | < 5% |
| Koeppel, Meghan, Desmond | Individual | – | DIRECTOR OF CLIENT SERVICES | 01/2024 | < 5% |