Permian
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 156893
- Registered since
- May 10, 2011
- Website
- www.permianlp.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles74.33%
- Sovereign Wealth Funds25.67%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Permian operates as a limited partnership established in 2011 and is organized as a hedge fund serving primarily institutional clients. The firm performs portfolio management for pooled vehicles and for businesses or institutions and is registered as a commodity pool operator/commodity trading advisor (CPO/CTA). It charges a combination of percentage-of-assets and performance-based fees and functions as sponsor, general partner and managing member for its pooled vehicles. Permian does not identify as an active ESG investor, is not a multistate adviser, and is not a capital allocator in the sense of allocating to many outside managers.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Britton Brown
CFOCRD 5670482
Contacts
2 of 2Alex Duran
PartnerCRD 4832999
Scott Hendrickson
Co-Founder and PartnerCRD 4038134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) | Fidelity | Passive | Digital Assets | $1.4M | 27,000 | 30.09% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1333 Oak Lawn Ave
- Time zone
- CT (UTC-6)
- Office locations
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