PERMANENT CAPITAL MANAGEMENT, LP

333 N Green Street
Suite 818
Chicago, Illinois 60607
Tel: 312-961-8251

About PERMANENT CAPITAL MANAGEMENT, LP

PERMANENT CAPITAL MANAGEMENT, LP, formally registered with the SEC as PERMANENT CAPITAL MANAGEMENT, LP. The firm was established in 10/10/2023. They have over 1 offices throughout the country.

PERMANENT CAPITAL MANAGEMENT, LP is a Chicago, Illinois based Financial Planning firm with nearly $365,101,315 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328318
SEC#	801-128881
Assets Managed by Firm	$365,101,315
No. of Clients	60
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	60	$365,101,315
High net worth individuals	Fewer than 5 clients	$112,802,512
Corporations or other businesses	Fewer than 5 clients	$207,432,416

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