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PERMANENT EQUITY MANAGEMENT

COLUMBIA, MO · CRD 309530 · IAPD ↗ · 573-445-0678

$508.8MRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — PERMANENT EQUITY MANAGEMENT crossed $500M in regulatory AUM ($464.9M -> $508.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2024 — PERMANENT EQUITY MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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