Permanent Capital Management, LP
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 328318
- Registered since
- October 10, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses68.34%
- HNWI17.4%
- Insurance Companies7.29%
- Pooled Investment Vehicles6.28%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Permanent Capital Management, LP is a limited partnership that acts as a capital allocator with a primary institutional client focus while also maintaining advisory services for individuals and small businesses. The firm is SEC registered (2023) and combines portfolio management and financial planning with the selection of third‑party advisers. It charges a mix of percentage‑of‑AUM and fixed fees, and is involved on the sponsor/GP side as a managing member of pooled investment vehicles. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Private Funds30%
- Public Funds/Mutual Funds9%
- US Government Bonds6%
- State & Local Bonds4%
Owners & executives
2 of 2
Ivaldo Basso
COOCRD 5125767
Sharif Siddiqui
Chief Investment OfficerCRD 4232143
Contacts
2 of 2
Joseph Shenton
Co-Founder and Managing PartnerCRD 4389342
Meghan Koeppel
Director of Client ServiceCRD 7833500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 217 N Sangamon St
- Time zone
- CT (UTC-6)
- Office locations
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