Form D · Other Investment Fund

Permanens Capital Defensive Income Fund, L.P.

New York, NY · CIK 0001669835

Offering snapshot reported Mar 14, 2024 · SEC filing

Reported sold: $571M
Investors reported: 73
Minimum accepted: $50K
First sale: Jan 4, 2016

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$81,012,643 → $571,249,689
Reported investors30 → 73
Minimum accepted$0 → $50,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 14, 2024	Amendment	$571,249,689	$490,237,046vs Mar 23, 2016	73	SEC filing
Mar 14, 2023	Amendment	$570,655,289	$489,642,646vs Mar 23, 2016	73	SEC filing
Mar 14, 2022	Amendment	$556,938,734	$9,221,826vs Mar 16, 2021	72	SEC filing
Mar 16, 2021	Amendment	$547,716,908	$22,171,400vs Mar 18, 2020	64	SEC filing
Mar 18, 2020	Amendment	$525,545,508	$51,363,115vs Mar 20, 2019	53	SEC filing
Mar 20, 2019	Amendment	$474,182,393	$78,048,826vs Mar 20, 2018	52	SEC filing
Mar 20, 2018	Amendment	$396,133,567	$227,941,799vs Mar 23, 2017	44	SEC filing
Mar 23, 2017	Amendment	$168,191,768	$87,179,125vs Mar 23, 2016	36	SEC filing
Mar 23, 2016	Initial	$81,012,643	No comparison	30	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-259802

Source: Form D, filed Mar 14, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PERMANENS CAPITAL DEFENSIVE INCOME FUND, L.P.

Investment adviser: PERMANENS CAPITAL L.P.

Gross asset value: $6.39K
Beneficial owners: 8
ADV minimum commitment: $50K

Reported in Form ADV on Sep 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 CHARLES SCHWAB & CO., INC. 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 CHARLES SCHWAB & CO., INC. 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

RSM US LLP
PCAOB 49

BNY MELLON CAPITAL MARKETS, LLC
SEC 8-35255

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

PERSHING LLC
SEC 8-17574

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Filing source

Form ADV 2132243 · Sep 11, 2026 · Schedule D 7.B.(1), fund 805-3645695498

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
General Partner Permanens Associates Ii Llc	Promoter
Permanens Associates Ii Llc	Executive
Investment Manager Permanens Capital L.P.	Promoter
Permanens Capital L.P.	Executive
John Regan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

410 Park Avenue Suite 430
New York, NY, 10022