PERMANENT CAPITAL MANAGEMENT, LP – investment adviser, $769M regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	Fewer than 5	$525,471,724	68.3%
High-net-worth individuals	Fewer than 5	$133,755,589	17.4%
Insurance companies	Fewer than 5	$56,017,997	7.3%
Pooled investment vehicles	3	$48,296,441	6.3%
Charities	Fewer than 5	$5,365,218	0.7%

Filing source

Form ADV 2135355 · Sep 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PERMANENT CAPITAL AP OPPORTUNISTIC FUND (OFFSHORE), LLCOther Private Fund · Last reported Sep 29, 2026$36.1MGross asset value

Fund administrator ADURO ADVISORS DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian EQUITY TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-3074298709
Reported beneficial owners: 2
Minimum commitment: $100

Form ADV 2135355 · Sep 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PERMANENT CAPITAL AP OPPORTUNISTIC FUND (ONSHORE), LLCOther Private Fund · Last reported Sep 29, 2026$8.28MGross asset value

Fund administrator ADURO ADVISORS DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian EQUITY TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-8098555827
Reported beneficial owners: 6
Minimum commitment: $100

Form ADV 2135355 · Sep 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PERMANENT CAPITAL - SCP INVESTMENTS, LLCVenture Capital Fund · Last reported Sep 29, 2026$4.04MGross asset value

Fund administrator ADURO ADVISORS DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian EQUITY TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-1280997789
Reported beneficial owners: 4
Minimum commitment: $0

Form ADV 2135355 · Sep 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

217 N. SANGAMON STREET, 1001
CHICAGO, IL, 60607, United States

CRD 328318

Filing source

Form ADV 2135355 · Sep 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.