Permcap Investment Office
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 157476
- Registered since
- June 13, 2011
- Website
- permcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.92%
- Charitable Organizations15.75%
- Other11.09%
- Pooled Investment Vehicles0.69%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Permcap Investment Office is a limited partnership operating as an independent registered investment adviser. SEC registration dates back to 2011 and the firm describes itself as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its advisory services range from financial planning and portfolio management for individuals, small businesses and pooled vehicles, to portfolio management for institutions and the selection of external managers. Fee arrangements include asset‑based fees, fixed fees and performance‑linked fees. Permcap does not identify as an active ESG investor and it also serves as sponsor, general partner and managing member for pooled investment vehicles it runs.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities57%
- Private Funds27%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
John Regan
Founding Partner and Chief Investment OfficerCRD 2233515
August Politano
Partner and Chief Financial OfficerCRD 8198025
Contacts
3 of 5
Joseph Steinberg
MemberCRD 434838
Katherine Newkirk
Senior ControllerCRD 7125094
Connor Carew
PartnerCRD 7415648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$1.9B in ETFs
90%
$1.7B
2%
$200M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $163M | 1,777,681 | 8.46% |
Location
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 10 Gillon St
- Time zone
- ET (UTC-5)
- Office locations
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