PERPETUITY

PERPETUITY ASSET MANAGEMENT INC Legal Name

Adviser information for PERPETUITY last updated from Form ADV on September 20th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End JUNE
Legal Location Canada

Employees

Total Number of Employees 3
Investment Advisory/Research 1
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 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other <5 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for businesses or institutional clientsPublication of periodicals or newslettersECONOMIC & FINANCIAL
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities ECONOMIC & FINANCIAL ADVISORY SOLELY TO PERPETUITY

Identifiers

SEC RIA File Number 801-61473
SEC ERA File Number 801-61473
SEC CIK Numbers None
SEC CRD Numbers 105555
Legal Entity Identifier None

Principal Office

1427 BELLEUVE AVE.
WEST VANCOUVER
Canada
BY APPOINTMENT, 9:00 A.M.-5 P.M.
Tel: 360.594.8875, Fax: None

Chief Compliance Officer

JAMES LYMBURNER
PRESIDENT/CCO
1427 BELLEVUE LANDING
WEST VANCOUVER,BC
Canada
Tel: 360.594.8875
Fax: NONE
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LYMBURNER, JAMES, RICHARD Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 12/1987 > 75%

No. Employees, Historic

10502019202020212022202320242 on 9/30/20192 on 9/28/20202 on 9/24/20213 on 9/27/20223 on 9/20/2023

RAUM, Historic

0002022202320240 on 9/27/20220 on 9/20/2023