Investment adviser · CRD 291056
PERSISTENT CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
· Form ADV filed Jun 25, 2018
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $147,857,972 | 100.0% |
| Individuals | Fewer than 5 | $0 | 0.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1225953 · Jun 25, 2018 · 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: Jun 25, 2018. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions · Performance-based
Principal office
CRD 291056
Filing source
Form ADV 1225953 · Jun 25, 2018 · 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.