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PERMANENS CAPITAL L.P.

18 N. Adgers Wharf
Charleston, South Carolina 29401
Tel: 843 882 7953

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About PERMANENS CAPITAL L.P.

PERMANENS CAPITAL LP, formally registered with the SEC as PERMANENS CAPITAL LP. The firm was established in 06/13/2011. They have over 2 offices throughout the country.

PERMANENS CAPITAL L.P. is a Charleston, South Carolina based Financial Planning firm with nearly $4,193,707,521 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157476
SEC# 801-72416
Assets Managed by Firm $4,193,707,521
No. of Clients 47
No. of Advisors 16

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total47$4,193,707,521
High net worth individuals24$2,033,868,959
Pension and profit sharing plans2$203,604,469
Charitable organizations5$76,414,946
Inquire with PERMANENS CAPITAL L.P.

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