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PERMCAP INVESTMENT OFFICE

CHARLESTON, SC · CRD 157476 · IAPD ↗ · permcap.com · 843 882 7950

$4.02BRegulatory AUM
6Advisory reps
17Employees
0Clients
26-50Planning clients
10Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — PERMCAP INVESTMENT OFFICE notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — PERMCAP INVESTMENT OFFICE added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — PERMANENS CAPITAL L.P. is now doing business as PERMCAP INVESTMENT OFFICE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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