PERMANENT CAPITAL VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
331374
Registered since
April 18, 2024

Firm profile

FINTRX

Overview

Permanent Capital Ventures Management, LLC is a recently registered SEC investment adviser organized as a limited liability company and authorized in 2024. The firm is structured as a domestic entity with individual ownership and is categorized as an unclassified adviser. Public disclosures indicate it operates primarily as an investment manager rather than a traditional retail advisory practice: it is not a multi-state adviser, is not positioned as a pension consultant, and is not marked as an active ESG investor. Business activity centers on managing private investment vehicles rather than servicing a roster of advisory clients. The firm is identified as an Other Investment Adviser in industry affiliation listings, which aligns with its focus on private fund management rather than broad-based wealth-management offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOAN ROCKEY

    Chief Financial OfficerCRD 4562343

Contacts

2 of 2
  • MICHAEL GAMSON

    Managing Partner and Co-FounderCRD 3102765

  • JASON DUBOE

    Managing Partner and Co-FounderCRD 5680289

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
167 N Green St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth