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| Permanens Capital LP
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|---|---|
| CRD # | 157476 |
| SEC # | 801-72416 |
| CIK # | |
| AUM | 4.0 B (2026-03-31) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 843-882-7950 |
| Address | 10 Gillon Street Charleston, SC 29401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Permanens 2022 Dislocation Fund LP | 2023-03-30 | 0.0 M | |
| Other | Permcap Meetup Acquisition LLC | 2022-03-29 | 0.1 M | |
| PE | Permanens Partners Fund LP | 2019-03-27 | 156.7 M | |
| HF | Permanens Alternatives Fund LP | [2018-03-28] | 214.0 M | |
| HF | Permanens Alternatives Master Fund LP | [2018-03-28] | 258.0 M | |
| Other | Permanens Capital Defensive Income Fund LP | [2016-03-24] | 81.0 M | 0.0 M |
| Other | Permanens Capital High Yield Fund LP | [2016-03-24] | 12.1 M | 28.9 M |
| Other | Permanens Capital Short Duration High Yield Fund LP | [2016-03-24] | 48.9 M | 0.2 M |
| HF | The Life Fund Ltd | [2015-03-18] | 8.5 M | 34.5 M |
| HF | Permanens Allocation Fund LLC | [2014-03-27] | 22.7 M | 0.7 M |
| Other | Permanens Capital Floating Rate Fund LP | [2014-03-27] | 143.8 M | 1.1 M |
| PE | Permanens Non-Agency RMBS Allocation Fund LP | [2014-03-27] | 85.3 M | 185.5 M |
| Other | Permanens Capital Equities Fund LP | [2013-03-27] | 8.5 M | 0.0 M |
| Other | Permanens Capital Physical Precious Metals Fund LP | [2013-03-27] | 35.0 M | 106.7 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 9 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 0.4 |
| Total | 65 | 4.0 |
| By Discretionary | ||
| Discretionary | 51 | 1.8 |
| Non-Discretionary | 14 | 2.2 |
| Total | 65 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 3.8 | |
| Total | 65 | 4.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Regan | 51 | 3 | ||
| Permanens Capital LP | 10 | 2 | ||
| Permanens Associates II LLC | 8 | 2 | ||
| General Partner Permanens Associates II LLC | 3 | 1 | ||
| Investment Manager Permanens Capital LP | 3 | 1 | ||
| Permanens Associates LLC | 1 | 1 | ||
| Permanens Capital Advisors LLC | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 254900V6KN87VLVY4J04 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seven Bridges Advisors LLC
✚
|
NY | 4.6 B |
|
360 One Asset Management Limited
✚
|
4.3 B | |
|
Reynders McVeigh Capital Management LLC
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|
MA | 4.2 B |
|
Southeast Asset Advisors LLC
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GA | 4.2 B |
|
Steelpeak Wealth LLC
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CA | 4.1 B |
|
Keel Point LLC
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AL | 4.1 B |
|
Valiant Capital Management LP
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|
CA | 3.8 B |
|
Timucuan Asset Management Inc
✚
|
FL | 3.8 B |
|
Certuity LLC
✚
|
FL | 3.3 B |
|
Mudrick Capital Management LP
✚
|
NY | 3.3 B |