Investment adviser · CRD 157476

PERMCAP INVESTMENT OFFICE

Investment adviser filing (IA)

PERMANENS CAPITAL L.P.

CHARLESTON, SC, United States · Form ADV filed Sep 11, 2026

Regulatory AUM: $4.02B
Client accounts: 65
Employees: 17
Advisory professionals: 6

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
High-net-worth individuals	39	$2,889,395,412	71.9%
Charities	9	$632,719,313	15.7%
Other clients	Fewer than 5	$445,421,929	11.1%
Pooled investment vehicles	11	$27,598,977	0.7%
Retirement plans	Fewer than 5	$22,413,668	0.6%

Filing source

Form ADV 2132243 · Sep 11, 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

12 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.

PERMANENS ALTERNATIVES MASTER FUND LPHedge Fund · Last reported Sep 11, 2026$258MGross asset value

Feeder funds

PERMANENS ALTERNATIVES FUND LP

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLC NEW YORK, New York, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker BTIG, LLC SAN FRANCISCO, California, United States

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

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

WEAVER & TIDWELL LLC
PCAOB 410

JEFFERIES LLC
SEC 8-15074

PERSHING LLC
SEC 8-17574

BTIG, LLC
CRD 122225 · SEC 8-65473

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-9944869201
Reported beneficial owners: 1
Minimum commitment: $1M
Form D file number: 021-283720

Form ADV 2132243 · Sep 11, 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.

PERMANENS NON-AGENCY RMBS ALLOCATION FUND LPPrivate Equity Fund · Last reported Sep 11, 2026$186MGross asset value

Form D fundraising filings

Permanens Non-Agency RMBS Allocation Fund LP

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLC NEW YORK, New York, United States

Custodian BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Prime broker BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States

Provider details

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

WEAVER & TIDWELL LLC
PCAOB 410

BNY MELLON CAPITAL MARKETS, LLC
SEC 8-35255

Fund details & source

Fund ID: 805-4256050385
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-207763

Form ADV 2132243 · Sep 11, 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.

PERMANENS PARTNERS FUND, L.P.Private Equity Fund · Last reported Sep 11, 2026$157MGross asset value

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLC NEW YORK, New York, United States

Custodian CHARLES SCHWAB & CO., INC. NEW YORK, New York, United States Related to adviser: No

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

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

WEAVER & TIDWELL LLC
PCAOB 410

CHARLES SCHWAB & CO., INC.
SEC 8-16514

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-4417166673
Reported beneficial owners: 9
Minimum commitment: $500K

Form ADV 2132243 · Sep 11, 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.

PERMANENS CAPITAL PHYSICAL PRECIOUS METALS FUND L.P.Other Private Fund · Last reported Sep 11, 2026$107MGross asset value

Form D fundraising filings

Permanens Capital Physical Precious Metals Fund, L.P.

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLC NEW YORK, New York, United States

Custodian INTERNATIONAL DEPOSITORY SERVICES OF TEXAS DALLAS, Texas, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Provider details

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

WEAVER & TIDWELL LLC
PCAOB 410

Fund details & source

Fund ID: 805-8342036824
Reported beneficial owners: 15
Minimum commitment: $500K
Form D file number: 021-188230

Form ADV 2132243 · Sep 11, 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.

PERMANENS CAPITAL FLOATING RATE FUND LPOther Private Fund · Last reported Sep 11, 2026$1.06MGross asset value

Form D fundraising filings

Permanens Capital Floating Rate Fund LP

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLC NEW YORK, New York, United States

Custodian BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Prime broker BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States

Provider details

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

WEAVER & TIDWELL LLC
PCAOB 410

BNY MELLON CAPITAL MARKETS, LLC
SEC 8-35255

Fund details & source

Fund ID: 805-7304232095
Reported beneficial owners: 0
Minimum commitment: $0
Form D file number: 021-207766

Form ADV 2132243 · Sep 11, 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.

PERMANENS CAPITAL SHORT DURATION HIGH YIELD FUND, L.P.Other Private Fund · Last reported Sep 11, 2026$224KGross asset value

Form D fundraising filings

Permanens Capital Short Duration High Yield Fund, L.P.

Fund administrator MUFG FUND SERVICES (CANADA) LIMITED TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Custodian MUFG BANK, LTD (CAYMAN) GEORGETOWN, Cayman Islands Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: Yes

Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States

Provider details

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

RSM US LLP
PCAOB 49

BNY MELLON CAPITAL MARKETS, LLC
SEC 8-35255

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Fund details & source

Fund ID: 805-9081763970
Reported beneficial owners: 8
Minimum commitment: $250K
Form D file number: 021-259805

Form ADV 2132243 · Sep 11, 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.

PERMCAP MEETUP ACQUISITION LLCOther Private Fund · Last reported Sep 11, 2026$67.7KGross asset value

Auditor WITHUMSMITH + BROWN, PC WHIPPANY, New Jersey, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

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

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-1867666306
Reported beneficial owners: 3
Minimum commitment: $0

Form ADV 2132243 · Sep 11, 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 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

10 GILLON STREET
CHARLESTON, SC, 29401, United States

CRD 157476

Filing source

Form ADV 2132243 · Sep 11, 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.