Permit Capital Advisors LLC

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Assets, Funds, Holdings

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Permit Capital Advisors LLC
CRD #157723
SEC #801-72367
CIK #0001925332
AUM
Employees 14 (86% Investors, 0% Brokers)
Phone610-834-5870
Address100 Front Street
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1600128096064032002009201420192025
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 3.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002021202120222023
Type Form D Funds Date Sold AUM
PE Murphy Farm QOZ Fund 2021-03-31 5.0 M
PE One Tower Ascend Debenture LLC 2019-03-31 10.6 M
PE One Tower Hesselman LLC 2019-03-31 1.8 M
PE One Tower Medmen LLC [2018-04-02] 600.0 M 0.1 M
Offered $600,000,000 · Filed 2012-01-25 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $75,000 · Duration One year or less · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 51 908.7
(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 23 402.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 251.2
(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 0 0.0
Total 78 1,562.8
By Discretionary
Discretionary 78 1,562.8
Non-Discretionary 0 0.0
Total 78 1,562.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,562.8
Total 78 1,562.8
Form D Directors Role # Filings # Firms 2011 - 2026
Peter Merlone Executive Officer 7 2
Bradley Geier Executive Officer 4 2
Mggp X LP Promoter 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001925332]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
Clients1
ServesInstitutional, Retail
Fund TypesPrivate Equity
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