Permcap Investment Office
CHARLESTON, SC
Form ADV and provider website profile · CRD 157476 · regulatory data as of Sep 11, 2026
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.
$4.0BTotal Firm AUM
$1.8BDiscretionary AUM
$2.2BNon-discretionary AUM
65Total accounts
51Discretionary accounts
14Non-discretionary accounts
Client Mix by Firm AUM
$4.0BFirm AUM
High-Net-Worth71.9%
Charities15.7%
Other11.1%
Other Pooled Vehicles0.7%
Retirement Plans0.6%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth71.9%
39 clients$2.9B firm assets
Charities15.7%
9 clients$633M firm assets
Other11.1%
4 clients$445M firm assets
Other Pooled Vehicles0.7%
11 clients$28M firm assets
Retirement Plans0.6%
2 clients$22M firm assets
Reported total65 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $2.9B | 39 | 71.9% |
| Charities | $633M | 9 | 15.7% |
| Other | $445M | 4 | 11.1% |
| Other Pooled Vehicles | $28M | 11 | 0.7% |
| Retirement Plans | $22M | 2 | 0.6% |
| Reported total | $4.0B | 65 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…