Investment adviser · CRD 315222
PERPETUA
Investment adviser filing (IA)
PERPETUA INVESTMENT MANAGERS (PTY) LIMITED
CAPE TOWN, WESTERN CAPE, South Africa · Form ADV filed May 26, 2026
- Regulatory AUM
- $1.67B Form ADV · Item 5.F
- Client accounts
- 26 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 11 | $1,394,323,249 | 83.4% |
| Retirement plans | Fewer than 5 | $97,908,525 | 5.9% |
| Pooled investment vehicles | 4 | $90,519,852 | 5.4% |
| Other investment advisers | 6 | $73,337,886 | 4.4% |
| Charities | Fewer than 5 | $15,044,635 | 0.9% |
| Corporations & businesses | Fewer than 5 | $1,405,142 | 0.1% |
Filing source
Form ADV 2102881 · May 26, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
5TH FLOOR, THE CITADEL, 15 CAVENDISH STREET, CLAREMONTCAPE TOWN, WESTERN CAPE, 7708, South Africa
CRD 315222
Filing source
Form ADV 2102881 · May 26, 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.