PERMCAP INVESTMENT OFFICE

RIASEC RegisteredEst. 2011

Total AUM

$4B

Discretionary

$1.8B

45% of AUM

Avg account

$61.8M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Permcap Investment Office operates as a limited partnership and an independent SEC-registered RIA (since 2011) that functions as a capital allocator for both high-net-worth individuals/families and institutional clients. Ownership is held by an individual, and the firm offers multiple fee arrangements — percentage of AUM, fixed fees, and performance-based fees — reflecting a mix of advisory mandates and private fund management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional/business portfolios, and selection of third‑party advisers. Permcap also serves as sponsor/GP/managing member of pooled vehicles rather than only acting as a pure advisor. The firm does not identify as an active ESG investor.