CAPE TOWN, WESTERN CAPECRD 315222Latest ADV January 27, 2026
Perpetua is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cape Town, Western Cape. Its latest Form ADV filing, dated January 27, 2026, reports $1.0B in regulatory assets under management, 24 employees, and 30 accounts.
Assets Under Management
$1.0B
Employees
24
Offices
--
Total Clients
23
Primary office
CAPE TOWN, WESTERN CAPE
5TH FLOOR, THE CITADEL, 15 CAVENDISH STREET, CLAREMONT, CAPE TOWN, WESTERN CAPE, South Africa
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentGovernment represent 47.8% of total clients.
Top client categories% of clientsClients
1
Government
47.8%
11
2
Pooled Investment Vehicles
26.1%
6
3
Other Advisers
13.0%
3
4
Pension Plans
4.3%
1
5
Charitable
4.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of January 27, 2026
Discretionary98.2%
$1.0B
98% of total RAUM98.2%
Non-discretionary1.8%
$19M
2% of total RAUM1.8%
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$1.0B
Total Accounts30
10Y AUM Change+$378M (+56.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee1:1
10Y Employee Change-1 (-4.0%)
* 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.