SourcingSourcing

PERMANENT EQUITY MANAGEMENT, LLC

C30
CRD 309530·SEC 801-119179·COLUMBIA, MO
AUM
$508.8M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERMANENT EQUITY MANAGEMENT, LLC
CRD
309530
SEC file #
801-119179
EIN
—
DBA names
Permanent Equity Management

Economics

AUM
$508.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$322.3M → $508.8M▲ +58%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
15
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'21'26
10 advisors → 13 advisors▲ +30%
Primary office
COLUMBIA MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/permanentequity(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOLUTION HOLDINGS, L.L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
SOLUTION HOLDINGS, L.L.C.
BESHORE, BRENT, CORNELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:permanentequity.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BESHORE, BRENT, CORNELL
Executive Officer · 2.5%
7087605
GALLOWAY, NICOLE, MARIE
Executive Officer · 2.5%
7720843
HALL, LEE, TAYLOR
Executive Officer · 2.5%
7244131
HANSON, TIMOTHY, BENJAMIN
Executive Officer · 2.5%
7087606
HOLDMAN, EMILY, LORRAINE
Executive Officer · 2.5%
7244135