This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Jefferies · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Signal elementSummit +more
- Established Date
- 05-01-2011
- Office Locations
- 2
Office Locations
About Permcap Investment Office
Permanens Capital (PermCap), operating as PERMCAP Investment Office, is a Charleston-based outsourced CIO and multi-family office serving select multi-generational families, endowments, and foundations. The firm pairs concierge-style portfolio oversight with customized investment strategy and provides integrated financial and accounting support, with a focus on ETFs and fixed income alongside public and private funds and risk-managed alternatives.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN JAMES REGAN
Chief Investment Officer, GENERAL PARTNER, Principal
- CRD
- #2233515
- Ownership
- 50% but less than 75%
JOSEPH SAUL STEINBERG
President
- CRD
- --
- Ownership
- 25% but less than 50%
Pathway vector
Delta vector atlas
- CRD
- #54734
- Ownership
- 45.0%
Showing 2 of 4 owners & executives
Unlock allContacts
Connor Carew
Advisor
- CRD
- #7415648
ALEXANDER ROBERT GOLDFARB
Partner
- CRD
- #6091405
Glacier signal
Ridge vertex frontier
- CRD
- #26836
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,797,974,370 | $35,254,399 |
| Non-Discretionary | $2,219,574,929 | $158,541,066 |
| Total | $4,017,549,299 | $61,808,451 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,989,950,322
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $536,258,550 | 11.8% |
| Private Funds | $799,843,261 | 17.6% |
| Public Funds | $999,804,076 | 22.0% |
| Cash | $445,367,270 | 9.8% |
| Corporate - Investment Grade | $999,804,076 | 22.0% |
| Municipal Bonds | $763,486,751 | 16.8% |
| Total | $4,544,563,984 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR RIDGE HORIZON | ELEMENT VALUE | NL8UMN7IJ | QFIO | 7.12% | $16,666,147 |
| GLACIER PIONEER PATHWAY | ATLAS FOUNDATION | 13WNVHMQL | JIGAN | 1.52% | $113,292,643 |
| SIGNAL ATLAS HARBOR | CAPITAL MATRIX | DF0VRGRAI | FPG | 6.61% | $75,294,062 |
| EAGLE INSIGHT | ELEMENT ATLAS | QSJJP23LB | PZG | 11.88% | $57,514,815 |
| ELEMENT OPTIMA | NORTH HARBOR | GA90N2MEL | PGPG | 5.62% | $114,244,057 |
| LEGACY ZENITH BRIDGE | PIONEER VALUE | 6OXKWC9BR | AUMCD | 3.19% | $94,505,509 |
| FOCUS VITAL | CREST UNISON | SIST4K24X | SIB | 1.55% | $39,904,336 |
| TIMBER OAK EAGLE | QUANTUM ELEMENT | DJHT0TSZB | TXUR | 3.56% | $104,353,293 |