Perpetua

RIASEC RegisteredEst. 2026

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$64.3M

Accounts

Employees

Advisory reps

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 a limited liability company that positions itself as an institutional-focused investment adviser. Its business model centers on managing portfolios for pooled investment vehicles and for institutional or business clients. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm identifies as neither an active ESG investor nor a multi-state adviser and does not provide pension consulting; it lists its owner type as a mix of foreign entity and individual ownership. Perpetua is registered with the SEC as of 2026 and is classified as an “other investment adviser” in its regulatory filings.