PERMANENS CAPITAL L.P.
C43
CRD 157476·SEC 801-72416·CHARLESTON, SC
AUM
$4.02B
$1B+
Est. Revenue
$40.2M
@ 1% on AUM
Est. EBITDA
$12.1M
@ 30% margin
Est. Deal Value
$96.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.61B
'21 · $4.63B
'22 · $3.73B
'23 · $4.47B
'25 · $4.93B
'26 · $4.02B
'20'26
$3.61B → $4.02B▲ +11%
Client mix
| Individuals High Net Worth | 39 |
| Pooled Investment Vehicles | 11 |
| Charitable Organizations | 9 |
| Other | 4 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 4 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-03-162026-03-16 · 0001493152-26-010216
2025-03-142025-03-14 · 0001493152-25-010248
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
410 PARK AVENUESUITE 430NEW YORK, NY 10022
Business
410 PARK AVENUESUITE 430NEW YORK, NY 10022
Edgar Recent Filings
D/A2026-03-16 · 0001493152-26-010216
D/A2025-03-14 · 0001493152-25-010248