PERMANENT CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 328318
- Registered since
- October 10, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses68.34%
- HNWI17.4%
- Insurance Companies7.29%
- Pooled Investment Vehicles6.28%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Permanent Capital Management, LP is a limited partnership that provides outsourced portfolio management and financial planning primarily for institutional clients and small businesses. The firm registered with the SEC in 2023 and operates as a capital allocator that also sponsors and manages pooled investment vehicles. Its client-facing services include portfolio management, financial planning, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Private Funds30%
- Public Funds/Mutual Funds9%
- US Government Bonds6%
- State & Local Bonds4%
Owners & executives
2 of 2SHARIF SIDDIQUI
Chief Investment OfficerCRD 4232143
IVALDO BASSO
COOCRD 5125767
Contacts
2 of 2Meghan Koeppel
Director of Client ServiceCRD 7833500
JOSEPH SHENTON
Co-Founder and Managing PartnerCRD 4389342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 217 N Sangamon St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
RIACHICAGO, IL
FACTOR WEALTH MANAGEMENT
RIACHICAGO, IL
AIR ASSET MANAGEMENT
RIACHICAGO, IL
PFINGSTEN PARTNERS, L.L.C.
RIACHICAGO, IL
CENTRIC WEALTH MANAGEMENT, LLC
RIACHICAGO, IL
OFS CLO MANAGEMENT, LLC
RIACHICAGO, IL