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PERMANENT CAPITAL MANAGEMENT, LP

CHICAGO, IL · CRD 328318 · IAPD ↗ · permcapital.com · 773-343-4697

$768.9MRegulatory AUM
1Advisory reps
10Employees
1Clients
0Planning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2026 — PERMANENT CAPITAL MANAGEMENT, LP changed its website from permanent-capital.com to permcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — PERMANENT CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
July 2025 — PERMANENT CAPITAL MANAGEMENT, LP now reports 1 private fund(s) ($2.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2025 — PERMANENT CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($365.1M -> $742.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — PERMANENT CAPITAL MANAGEMENT, LP now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
68
November 2024 — PERMANENT CAPITAL MANAGEMENT, LP now reports custody of client assets ($33.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
June 2024 — PERMANENT CAPITAL MANAGEMENT, LP reported RAUM up 200% ($121.6M -> $365.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — PERMANENT CAPITAL MANAGEMENT, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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