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PERPETUA

CAPE TOWN, WESTERN CAPE, South Africa · CRD 315222 · IAPD ↗ · + 27 021 180 4900

$1.67BRegulatory AUM
11Advisory reps
24Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

41
June 2026 — PERPETUA reported RAUM up 59% ($1.05B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — PERPETUA (CAPE TOWN, WESTERN CAPE, South Africa) is newly SEC-registered with $1.05B RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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