Permcap Investment Office
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,889,395,412
This total excludes 26 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
100% high-net worth
Advisors
1
of 17 employees
Firm type
Multi Team
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
LowAverage account size
$74,087,062
About
PermCap Investment Office advises a mix of institutional and high‑net‑worth clients, including endowments, private foundations, family trusts, sovereign tribal nations, 403(b) plans, and high‑net‑worth families and individuals. The firm provides portfolio management for separate accounts (on both discretionary and non‑discretionary bases), financial planning, and family office services.
The adviser combines direct asset management with allocations to independent sub‑advisers, ETFs, mutual funds, and customized separate‑account mandates, and it tailors portfolios through Investment Management Agreements and Investment Policy Statements. As disclosed, approximately $2.22 billion of regulatory assets was managed on a non‑discretionary basis versus about $1.80 billion discretionary (as of December 31, 2025), and the firm also operates multiple affiliated pooled investment vehicles and a single‑asset special purpose vehicle.
PermCap acts as adviser, general partner, and sponsor for a suite of private funds covering strategies such as defensive income, floating‑rate credit, non‑agency RMBS, physical precious metals, and opportunistic/dislocation investments, and certain funds may charge performance‑based fees (up to 20%). The firm also discloses a corporate affiliation with a publicly traded financial group whose subsidiaries serve as prime broker/custodian for some funds, a relationship that the brochure identifies as a potential conflict and that distinguishes its operational footprint from many multi‑team peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office services
Expertise
Private / alternative investments
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
$0+: 0.50% to 1.00% annually (negotiable, sliding scale) $50,000 - $1,000,000: Fund minimum initial investment varies between $50,000 and $1,000,000 (subject to waiver)
Up to 20% of capital gains for certain PermCap Funds; not charged to Separate Accounts.
Fee-only: Annual fees based on percentage of assets under management, negotiated between 0.50% and 1.00%
Main office location
Permcap Investment Office
10 Gillon Street
Charleston SC 29401, United States
Number of offices
3
Most active in
Permcap Investment Office has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Delaware · New Hampshire · New York · South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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