Investment adviser · CRD 156893

PERMIAN

Investment adviser filing (IA)

PERMIAN INVESTMENT PARTNERS, LP

DALLAS, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.43B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$1,808,818,57874.3%
Sovereign wealth & foreign institutionsFewer than 5$624,733,04125.7%
Filing source

Form ADV 2056581 · Mar 31, 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

5 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.

PERMIAN MASTER FUND, L.P.Hedge Fund · Last reported Mar 31, 2026$783MGross asset value

Feeder funds

  • PERMIAN FUND, LP
  • PERMIAN FUND, LTD.
Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. MORGAN STANLEY FUND SERVICES (CAYMAN) LTD., Ireland Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG CAMANA BAY, Cayman Islands
Custodian COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. 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

ERNST & YOUNG
PCAOB 1655

COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION
LEI 2549001YYB62BVMSAO13

GOLDMAN SACHS & CO. LLC
SEC 8-129

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
SEC 8-33359

MORGAN STANLEY & CO. LLC
SEC 8-15869

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-6857416422
Reported beneficial owners
46
Minimum commitment
$1M

Form ADV 2056581 · Mar 31, 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.

BLACKWELL PARTNERS LLC - SERIES E - PERMIAN INVESTMENT PARTNERS, LP SUB-ACCOUNTHedge Fund · Last reported Mar 31, 2026$508MGross asset value
Fund administrator HEDGESERV GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP WINSTON-SALEM, North Carolina, United States
Custodian MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. 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

KPMG LLP
PCAOB 185

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
SEC 8-33359

MORGAN STANLEY & CO. LLC
SEC 8-15869

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-2588042838
Reported beneficial owners
4
Minimum commitment
$0

Form ADV 2056581 · Mar 31, 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.

PERMIAN NAUTILUS MASTER FUND, LPHedge Fund · Last reported Mar 31, 2026$418MGross asset value

Feeder funds

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD CAMANA BAY, Cayman Islands
Custodian COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. 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

ERNST & YOUNG LTD
PCAOB 1655

COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION
LEI 2549001YYB62BVMSAO13

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
SEC 8-33359

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-8566350437
Reported beneficial owners
27
Minimum commitment
$25M

Form ADV 2056581 · Mar 31, 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.

PERMIAN TREBLE MASTER FUND, LPHedge Fund · Last reported Mar 31, 2026$101MGross asset value
Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG NEW YORK, New York, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. 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

ERNST & YOUNG
PCAOB 42

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-7573677764
Reported beneficial owners
5
Minimum commitment
$10M

Form ADV 2056581 · Mar 31, 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.

GOTHIC ERP, LLCOther Private Fund · Last reported Oct 3, 2016$20.5MGross asset value
Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9147187506
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 1041997 · Oct 3, 2016 · 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1333 OAK LAWN AVE, SUITE 900
DALLAS, TX, 75207, United States

CRD 156893

Filing source

Form ADV 2056581 · Mar 31, 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.