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 a privately owned limited liability company that operates as a hedge fund manager and manager of pooled investment vehicles. The firm has been SEC-registered since 2006 and serves an institutional client base. Its core advisory activities are portfolio management for pooled investment vehicles and the selection of other advisers; it also sponsors and serves as general partner or managing member on pooled vehicles it runs. Permit charges a combination of asset-based fees and performance-based fees. Permit appears focused on running pooled hedge fund structures rather than acting as a broad capital allocator to outside managers. It is not flagged as an active ESG investor and is not presented as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    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