Investment adviser · CRD 118024

PERMANENT VALUE INC.

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Dec 5, 2012

Regulatory AUM
$19.3M
Form ADV · Item 5.F
Client accounts
232
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

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

BSD VENTURE CAPITAL FUND, I, LPVenture Capital Fund · Last reported Dec 5, 2012$450KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4109556377
Reported beneficial owners
4
Minimum commitment
$100K

Form ADV 684182 · Dec 5, 2012 · 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: Dec 5, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2221 CAMINO DEL RIO SOUTH, #308
SAN DIEGO, CA, 92108, United States

CRD 118024

Filing source

Form ADV 684182 · Dec 5, 2012 · 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.