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PERMIRA CREDIT LLC

SAN FRANCISCO, CA · CRD 330996 · IAPD ↗ · 650-407-9015

$1.34BRegulatory AUM
20Advisory reps
37Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
July 2026 — PERMIRA CREDIT LLC moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — PERMIRA CREDIT LLC crossed $1B in regulatory AUM ($424.6M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2025 — PERMIRA CREDIT LLC reported RAUM up 132% ($183.2M -> $424.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
January 2025 — PERMIRA CREDIT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
December 2024 — PERMIRA CREDIT LLC now reports 1 private fund(s) ($183.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
August 2024 — PERMIRA CREDIT LLC (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 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.