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PERMIT CAPITAL, LLC

WEST CONSHOHOCKEN, PA · CRD 138436 · IAPD ↗ · permitcap.com · 610-941-5000

$491.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — PERMIT CAPITAL, LLC now reports custody of client assets ($982.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
56
April 2024 — PERMIT CAPITAL, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.