Perpetual Capital Advisors, LLC

Overview

Perpetual Capital Advisors, LLC is an independent registered investment adviser that serves individual, family and institutional clients with a mix of financial planning, discretionary portfolio management and pension consulting. The firm shows a clear preference for public fund vehicles—mutual funds make up the largest single asset class on its books—while maintaining exposure to corporate debt for income and stability. Fee arrangements are primarily asset-based with the option of hourly charges, which supports both ongoing wealth management relationships and project-based planning work. Investment activity appears focused on diversified, externally managed strategies rather than direct security selection at scale. The adviser uses third-party managers for alternative exposure, and leans on pooled public funds for the bulk of client portfolios. There is no indication that environmental, social and governance (ESG) criteria are a firm-wide driver of allocation decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices