Form D · Other Investment Fund

Permanens Capital Equities Fund, L.P.

New York, NY · CIK 0001544990

Offering snapshot reported Mar 14, 2024 · SEC filing

Reported sold
$216M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Sep 3, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$108M$216MDec 12, 2012: $8,494,144.00Dec 12, 2012Jan 27, 2014: $19,937,652.00Dec 4, 2014: $64,675,000.00Apr 1, 2015: $64,675,000.00Apr 1, 2016: $76,175,000.00Mar 30, 2017: $90,390,525.00Mar 20, 2018: $122,768,386.00Mar 20, 2019: $201,529,692.00Mar 18, 2020: $202,084,692.00Mar 16, 2021: $202,713,292.00Mar 14, 2022: $208,760,243.00Mar 14, 2023: $212,164,743.00Mar 14, 2024: $215,894,848.00Mar 14, 2024

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$8,494,144 → $215,894,848
  • Reported investors3 → 42

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 14, 2024Amendment$215,894,848$207,400,704vs Dec 12, 201242SEC filing
Mar 14, 2023Amendment$212,164,743$203,670,599vs Dec 12, 201242SEC filing
Mar 14, 2022Amendment$208,760,243$6,046,951vs Mar 16, 202142SEC filing
Mar 16, 2021Amendment$202,713,292$628,600vs Mar 18, 202036SEC filing
Mar 18, 2020Amendment$202,084,692$555,000vs Mar 20, 201933SEC filing
Mar 20, 2019Amendment$201,529,692$78,761,306vs Mar 20, 201832SEC filing
Mar 20, 2018Amendment$122,768,386$32,377,861vs Mar 30, 201727SEC filing
Mar 30, 2017Amendment$90,390,525$14,215,525vs Apr 1, 201625SEC filing
Apr 1, 2016Amendment$76,175,000$11,500,000vs Apr 1, 201522SEC filing
Apr 1, 2015Amendment$64,675,000$0vs Dec 4, 201416SEC filing
Dec 4, 2014Amendment$64,675,000$44,737,348vs Jan 27, 201416SEC filing
Jan 27, 2014Amendment$19,937,652$11,443,508vs Dec 12, 201213SEC filing
Dec 12, 2012Initial$8,494,144No comparison3SEC 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
021-188231

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 EQUITIES FUND, L.P.

Investment adviser: PERMANENS CAPITAL L.P.

Gross asset value
$12.4K
Beneficial owners
0
ADV minimum commitment
$500K

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 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 CHARLES SCHWAB & CO., INC. NEW YORK, New York, 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

RSM US LLP
PCAOB 49

JEFFERIES LLC
SEC 8-15074

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

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2132243 · Sep 11, 2026 · Schedule D 7.B.(1), fund 805-5873839090

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
NameReported role
N/A Permanens Associates Llc Promoter
Permanens Associates Llc Executive
N/A 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