PERMANENT EQUITY MANAGEMENT

RIASEC RegisteredEst. 2020
Total AUM
$509M
Discretionary
$509M
100% of AUM
Avg account
$170M
Accounts
3
Employees
15
Advisory reps
5

Firm details

Headquarters
COLUMBIA, Missouri
CRD number
309530
Registered since
July 29, 2020
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Permanent Equity Management operates as a private equity fund manager and sponsor that advises pooled investment vehicles for institutional clients. The firm acts as a general partner and managing member of its funds, running portfolio management for pooled vehicles rather than providing retail advisory or wholesale brokerage services. Its business model centers on private capital deployment with a fee profile that includes performance-based compensation, consistent with carried-interest or incentive-fee arrangements commonly used by private equity sponsors. The firm does not present itself as an active ESG investor, and it is organized as a limited liability company. Its SEC registration dates to 2020 and its owner structure is domestic (individual/entity). Permanent Equity Management is not registered as a multi-state adviser and does not identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Tim Hanson

    President, CIOCRD 7087606

  • Taylor Hall

    Chief Legal OfficerCRD 7244131

  • Brent Beshore

    CEO & FounderCRD 7087605

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Contacts

1 of 1
  • Emily Holdman

    Managing DirectorCRD 7244135

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COLUMBIA, MO

BOONE

Location

COLUMBIA, MO

Headquartered in COLUMBIA, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.

Metro area
Columbia-Moberly-Mexico, MO
Region
Midwest
County
BOONE
Address
315 N 10th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth