Permcap Investment Office is an SEC registered investment adviser organized as a limited partnership with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 31, 2026, reports $4.0B in regulatory assets under management, 17 employees, 2 offices, and 65 accounts.
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
39
2
Pooled Investment Vehicles
16.9%
11
3
Charitable
13.8%
9
4
ENDOWMENTS
6.2%
4
5
Pension Plans
3.1%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 31, 2026
Discretionary44.8%
$1.8B
45% of total RAUM44.8%
Non-discretionary55.2%
$2.2B
55% of total RAUM55.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts65
10Y AUM Change+$971M (+31.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee4:1
10Y Employee Change+3 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.