SourcingSourcing

PERMANENT CAPITAL MANAGEMENT, LP

C39
CRD 328318·SEC 801-128881·CHICAGO, IL
AUM
$768.9M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERMANENT CAPITAL MANAGEMENT, LP
CRD
328318
SEC file #
801-128881
EIN
931998660
DBA names
—

Economics

AUM
$768.9M
AUM band
$500M-$1B
AUM trajectory
'25'26
$742.2M → $768.9M▲ +4%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Equity Trustlow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
permanent-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERMANENT CAPITAL PARTNERS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PERMANENT CAPITAL PARTNERS,
Basso, Ivaldo
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
ok
Rdap Domain
PERMANENT-CAPITAL.COM
Rdap Domain Creation Date
2016-01-30T22:47:07Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054108
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-07
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001951757-26-000858

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Equity Trust6
Fidelity4
E*trade4
Edgar Addresses
Mailing
217 N. SANGAMON STREET10TH FLOORCHICAGO, IL 60607
Business
217 N. SANGAMON STREET10TH FLOORCHICAGO, IL 60607
Edgar EIN
931998660
Edgar Recent Filings
13F-HR2026-05-14 · 0001951757-26-000858
13F-HR2026-01-07 · 0001951757-26-000033
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-30T22:47:07Z
Rdap Domain Last Changed
2024-03-20T16:28:19Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
SHENTON, JOSEPH, W.
IAR · Executive Officer · 2.5%
4389342
Ivaldo Basso
Executive Officer · 2.5%
5125767
Koeppel, Meghan, Desmond
Executive Officer · 2.5%
7833500
SIDDIQUI, SHARIF, AHMED
Executive Officer · 2.5%
4232143