Perpetua
Firm details
- Headquarters
- Cape Town Western Cape,
- CRD number
- 315222
- Registered since
- February 4, 2026
- Custodians
- STANDARD CHARTERED BANK, NEDBANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government83.37%
- Pension & Profit Sharing Plans5.85%
- Pooled Investment Vehicles5.41%
- Other Investment Advisers4.38%
- Charitable Organizations0.9%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Perpetua is an institutional registered investment adviser organized as a limited liability company. It registers with the SEC in 2026 and is owned by a mix of a foreign entity and an individual. The firm serves institutional clients and charges both asset-based fees and performance-linked fees. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions. Perpetua does not identify as an active ESG investor and is not registered as a multistate adviser or pension consultant.
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 Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Najmeerah Simons
Chief Compliance OfficerCRD 8186436
Contacts
3 of 6Zwelinthini Ntshalintshali
Portfolio ManagerCRD 7390805
Alida De Swardt
CRD 7390812
Refilwe Moloto
Board MemberCRD 5203994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cape Town Western Cape, null
Location
Cape Town Western Cape, null
Headquartered in Cape Town Western Cape, null.
- Address
- 5th Floor The Citadel 15 Cavendish St
- Office locations
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