Permian Investment Partners LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Permian Investment Partners LP
CRD #156893
SEC #801-72321
CIK #0001472850
AUM 2,433.6 M (2026-03-31)
Employees 12 (58% Investors, 0% Brokers)
Fees
Minimum
Phone212-257-6080
Address1333 Oak Lawn Ave
Dallas, TX 75207
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
FEES AND COMPENSATION
A. Advisory Services and Fees
    In consideration of our advisory services, we and/or our affiliates generally are entitled to
receive management fees and/or performance-based compensation from our clients. The fees
applicable to each client are set forth in detail in the applicable governing and/or offering
documents. Generally, our fees are payable in arrears, and we bill our fees, or directly deduct our
fees from client accounts, on a monthly, quarterly, or annual basis.
    Each client is generally responsible for all fees and expenses incurred, directly or indirectly,
by or on behalf of such client, including, without limitation:

    •   organizational and offering expenses, to the extent applicable,

    •   directors’ fees and expenses, as applicable;

    •   administration fees and expenses;

    •   brokerage commissions and dealer spreads;

    •   regulatory filing fees and expenses including Form PF, as applicable;

    •   transaction-related fees and expenses;

    •   all fees and expenses incurred in connection with any investment or potential investment,
        (including, all research expenses (including research-related travel, expert networks,
        research consultants, data bases and online data services), the cost of research reports and
        surveys relating to securities, issuers, market segments, or geographic regions, the cost of
        third-party pricing services, the costs of portfolio modeling and analysis, bank service
        fees, legal fees directly related to any investment and any withholding or transfer taxes);

    •   legal, accounting, financial statement preparation and auditing fees and expenses;

    •   tax audit costs, tax filing preparation costs including ASC 740 related consulting, taxes,
        and assessments;

    •   costs related to the preparation, reproduction, and mailing of reports to partners or
        shareholders, as applicable;

    •   expenses associated with compliance with applicable laws and regulations,;

    •   custodial fees and insurance expenses including D&O/E&O insurance; and

    •   extraordinary fees and expenses, if any, including, without limitation, any
        indemnification obligations.

        In connection with the above fees and expenses, the Feeder Funds pay a proportionate
share of such fees and expenses incurred by the Master Fund into which such Feeder Funds
invest. We do not receive a brokerage commission or other compensation attributable to the
purchase or sale of securities or other investment products.

       See “Item 12 Brokerage Practices − Selection of Broker-Dealers and Reasonableness of
Compensation” for a discussion of the factors considered in selecting or recommending broker-
dealers for client transactions and determining the reasonableness of commissions and
compensation for such broker-dealers.
B. Expense Allocation

        The Adviser has adopted an expense allocation policy (the “Expense Allocation Policy”)
to comply with its duties under the Advisers Act by providing for the fair, equitable and proper
allocation of all such costs, fees and expenses incurred as part of the management of client
assets. While certain expenses will be borne solely by the Firm, such as office space, computer
equipment, regulatory compliance consultation, other expenses will be shared among our clients
in accordance with the terms of the Expense Allocation Policy. All allocations of costs, fees and
expenses will be made in accordance with the Expense Allocation Policy, subject at all times, to
the discretion of the Chief Financial Officer. Our Expense Allocation Policy clarifies the
expenses to be incurred by the Permian Funds, Managed Accounts or the Firm, or a combination
thereof, in accordance with the offering documents of the applicable Permian Fund or the
investment management agreement of the applicable Managed Account. Generally, each
Permian Fund bears its proportionate share of all costs and expenses directly related to its
investment program, including expenses related to proxies, underwriting and private placements,
brokerage commissions, other trading related expenses, such as Bloomberg and third-party trade
capture and/or execution systems or services, interest on debit balances or borrowings, custody
fees, all research expenses (including data bases and online data services), the costs of research
reports relating to securities, issuers, market segments or geographic regions, the cost of third-
party pricing services, the costs of portfolio modeling and analysis, the costs of historical
financial databases, and the costs of credit rating services, directors’ fees and expenses, insurance
expenses (including, but not limited to, directors’ and officers’ liability insurance and errors and
omissions insurance), bank service fees, any entity-level taxes, and any withholding or transfer
taxes. In addition, the Permian Funds bear a disproportionate share of certain expenses (such as
research-related travel and directors and officers/errors and omissions insurance expenses) to the
extent the allocation of a portion of these types of expenses to other clients is not permitted by
the applicable investment management agreement. Further details on the Adviser’s Expense
Allocation Policy are available upon request.

C. Payment of Fees

        Client Accounts are subject to the fees and expenses described below. Generally,
management and performance fees and expenses are negotiable and may vary due to account size
and other factors in our discretion. We have waived, and may in the future waive, management
fees or performance allocations with respect to direct or indirect investments made by a client or
our employees and affiliates.

Managed Accounts

         Management fees are payable monthly or quarterly in arrears and range from 0.5% to
1.0% of assets under management. Performance fees are payable in arrears and are typically
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
TYPES OF CLIENTS
         We currently provide investment advisory services to the Permian Funds and Managed
Accounts. Interests in the Permian Funds and Managed Accounts are offered to eligible
investors, including high net worth individuals, financially sophisticated individual and
institutional investors, including trusts, estates, or charitable organizations, endowments,
sovereign wealth funds, pension and profit sharing plans and comingled investment vehicles.

       Investors in the Permian Funds generally make minimum initial subscriptions ranging
from $1,000,000 to $25,000,000, depending upon the Permian Fund, and any additional
subscriptions are also generally made according to established minimums. In addition, investors
in the Permian Funds must meet certain prescribed criteria, including, as applicable, being an
“accredited investor,” as defined in Rule 501(a) of Regulation D, promulgated pursuant to
Section 4(2) of the Securities Act of 1933, as amended; a “qualified purchaser” as defined in
Section 2(a)(51)(A) of the Investment Company Act of 1940, as amended (the “Company Act”);
and a “qualified client” as defined in Rule 205-3 of the Advisers Act. The minimum investment
amounts and investor criteria are set forth in the offering documents of each Permian Fund. We
may, in our sole discretion, waive any of the minimum account requirements.

        Managed Account clients generally are required to sign investment management
agreements that, among other things, set forth the nature and scope of our investment
management authority and the investment objectives, guidelines, restrictions, and limitations
applicable to the client. In addition, Managed Account clients generally are required to satisfy
certain suitability requirements.
Sector Form 13F Holdings Value ($M)
Grifols Sa 155.2
Acuren Corp 144.4
NRG Energy Inc 134.4
Millrose Properties Inc 108.6
Aramark Holdings Corp 99.8
Resideo Technologies Inc 65.0
Amrize Ltd 53.2
Trimas Corp 43.2
Amazon HoldCo Inc 40.9
CNH Industrial NV 39.8
View All
Holdings by Sector ($M)
110088066044022002013201720222027
Type Form D Funds Date Sold AUM
HF Blackwell Partners LLC - Series E - Permian Investment Partners LP Sub-Account 2026-03-31 508.0 M
HF Permian Treble Master Fund LP 2020-08-11 100.6 M
Other Permian Nautilus Fund LP [2015-05-13] 743.3 M 270.4 M
Filed 2026-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Permian Nautilus Fund Ltd 2015-05-13 40.0 M
HF Permian Nautilus Master Fund LP 2015-05-13 417.6 M
Other Gothic ERP LLC 2014-02-25 20.4 M
HF Permian Master Fund LP 2012-03-27 782.7 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) 0 0.0
(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 8 1.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 0.6
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 2.4
By Discretionary
Discretionary 9 2.4
Non-Discretionary 0 0.0
Total 9 2.4
By Non-United States Persons
Non-United States Persons 1.8
United States Persons 0.6
Total 9 2.4
Form D Directors Role # Filings # Firms 2011 - 2026
Scott Hendrickson Executive Officer 6 2
Alex Duran Executive Officer 6 2
Britt Brown Executive Officer 5 2
Joseph Swain Executive Officer 4 2
Permian Investment Partners LP Executive Officer 4 2
Permian GP LLC Executive Officer 2 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001472850]
SC 13G [0001472850]
Form 13D/13G Filer Form 13D/13G Subject Filed
Permian Investment Partners LP Acuren Corp [2025-05-15]
Permian Investment Partners LP Grifols Sa [2025-02-14]
Permian Investment Partners LP Albany Molecular Research Inc [2016-05-18]
Permian Investment Partners LP Albany Molecular Research Inc [2014-12-18]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional
Fund TypesHedge Fund
LEIM8KFOON0TLX2XSBJPC52
Comparable Firms State AUM
Incentive as
2,464.3 M
TIFF Endowment Asset Management LLC
PA 2,461.6 M
Analog Century Management LP
NY 2,451.6 M
683 Capital Management LLC
NY 2,436.9 M
Long Focus Capital Management LLC
PR 2,436.5 M
Rock Springs Capital Management LP
MD 2,426.3 M
Dark Forest Capital Management LP
NY 2,417.0 M
CoreCommodity Management LLC
CT 2,413.9 M
Forest Avenue Capital Management LP
FL 2,406.0 M
Kynam Capital Management LP
2,405.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com