Perpetua

RIASEC RegisteredEst. 2026
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$64.3M
Accounts
26
Employees
24
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Najmeerah Simons

    Chief Compliance OfficerCRD 8186436

Contacts

3 of 6
  • Zwelinthini Ntshalintshali

    Portfolio ManagerCRD 7390805

  • Alida De Swardt

    CRD 7390812

  • Refilwe Moloto

    Board MemberCRD 5203994

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth