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Building 2PERMCAP INVESTMENT OFFICE

Map pinCHARLESTON, SC
Phone843 882 7950
NotebookSEC #801-72416
Total AUM
$4B
Employees
17
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 GILLON STREET
CHARLESTON
SC 29401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
843 882 7950
Other Offices
2

ReceiptFinancials

Total AUM
$4B
Accounts
65
Discretionary
$1.8B
Accounts
51
Non-Discretionary
$2.2B
Accounts
14

ContactClients

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HNW Individual Clients
39
AUM
$2.9B
Pooled Vehicle Clients
11
AUM
$27.6M
Pension/Profit Sharing Plan Clients
2
AUM
$22.4M
Charitable Organization Clients
9
AUM
$632.7M
Other Clients
4
AUM
$445.4M
Description of Other Clients
ENDOWMENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADENYSCVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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