Permcap Investment Office

Permcap Investment Office (CRD# 157476) is a financial advisory firm headquartered in Charleston, SC. They manage $4,462,882,442 in 42 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
18 N. Adgers Wharf, Charleston, SC 29401
https://www.linkedin.com/company/permanens-capital-lp/
By the Numbers
  • Total Assets Under Management
    4,463
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $106,259,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, DE, NH, NY, SC, TX, VA

Financial Advisors at Permcap Investment Office
Showing 1 - 4 of 4 top financial advisors.
1
Joshua Baxa, financial advisor Charleston SC
Joshua H. Baxa
CRD#: 7540995
18 N. Adgers Wharf, Charleston, SC 29401

Joshua Baxa (CRD# 7540995) is an Investment Advisor Representative working at Permcap Investment Office in Charleston, SC and has 1 year of experience in the finance industry.

2
Connor Carew, financial advisor Charleston SC
Connor Carew
CRD#: 7415648
18 N. Adgers Wharf, Charleston, SC 29401

Connor Carew (CRD# 7415648) is an Investment Advisor Representative working at Permcap Investment Office in Charleston, SC and has 1 year of experience in the finance industry.

3
Alexander Goldfarb, financial advisor Charleston SC
Alexander R. Goldfarb
CRD#: 6091405
18 N. Adgers Wharf, Charleston, SC 29401

Alexander Goldfarb (CRD# 6091405) is an Investment Advisor Representative working at Permcap Investment Office in Charleston, SC and has 1 year of experience in the finance industry.

4
John Regan, financial advisor Charleston SC
John J. Regan
CRD#: 2233515
18 N. Adgers Wharf, Charleston, SC 29401

John Regan (CRD# 2233515) is an Investment Advisor Representative working at Permcap Investment Office in Charleston, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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