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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- 50% but less than 75%
- Reported since
- 05/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 11/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| John James Regan | Chief Investment Officer And General Partner | 05/2011 | Individual | Yes | 50% but less than 75% |
| Joseph Saul Steinberg | Limited Partner | 05/2011 | Individual | Yes | 25% but less than 50% |
| August Stephen Politano | Chief Financial Officer | 11/2020 | Individual | No | Less than 5% |
| Casey Alexandra Earnest | Chief Compliance Officer And Director Of Operations | 07/2026 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJJ
John James Regan
Chief Investment Officer And General Partner
AS
August Stephen Politano
Chief Financial Officer
CA
Casey Alexandra Earnest
Chief Compliance Officer And Director Of Operations
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives4
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateJun 13, 2011
CRD number157476