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Permcap Investment Office

CHARLESTON, SC

Form ADV and provider website profile · CRD 157476 · regulatory data as of Sep 11, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Permcap Investment Office. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$4.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
65Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$1.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered namePERMANENS CAPITAL L.P.

CRD number157476

Firm foundedNot reported

SEC registration dateJun 13, 2011

Employees17

Advisory professionals6

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

10 GILLON STREET, CHARLESTON, SC, 29401

843 882 7950

https://www.permcap.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$4.0B

As of Sep 11, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth71.9%$2.9B
Charities15.7%$633M
Other11.1%$445M
Other Pooled Vehicles0.7%$28M
Retirement Plans0.6%$22M

Percentages and AUM are shown from the same reported Form ADV client-type records.