PERMIT CAPITAL, LLC

RIASEC RegisteredEst. 2006
Total AUM
$491M
Discretionary
$491M
100% of AUM
Avg account
$164M
Accounts
3
Employees
6
Advisory reps
4

Firm details

Headquarters
w cnshohocken, Pennsylvania
CRD number
138436
Registered since
January 27, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Permit Capital, LLC is an SEC-registered hedge fund organized as an LLC and operating with an institutional client base. The firm acts primarily as an adviser to pooled investment vehicles and selects other managers on behalf of those vehicles; it also serves as a sponsor/GP/managing member of pooled investment vehicles it runs. Permit Capital charges a combination of asset-based and performance fees, and it is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN DILLON

    Chief Compliance OfficerCRD 2352372

Contacts

3 of 3
  • RICHARD WORLEY

    MemberCRD 472838

  • JOHN BRODERICK

    PartnerCRD 4044893

  • JAMES BAROSSI

    General PartnerCRD 4963676

Wealth teams

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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

w cnshohocken, PA

MONTGOMERY

Location

w cnshohocken, PA

Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
100 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth