Permira Credit LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$447M
Accounts
3
Employees
37
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
330996
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Permira Credit LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified around securitized asset fund activity and positions itself as an advisor to pooled investment vehicles on behalf of institutional clients. Its stated advisory role centers on portfolio management for pooled funds, and it also functions in sponsor/GP and managing-member capacities for those vehicles. The firm charges a combination of percentage-of-AUM and performance-based fees. Ownership is listed as a mix of foreign-entity and individual interests, and the firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Ariadna Ruder

    DirectorCRD 7873082

  • Megan Teixeira

    Compliance DirectorCRD 8167127

  • Ignacio Faus Perez

    DirectorCRD 8219942

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth