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- Custodian
- BNY Mellon · Charles Schwab & Company · Jefferies · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 31, 2026, reported AUM decreased 18.5%, from $4.9B to $4.0B.
Across 5 reported observations, AUM decreased 10.1% between March 29, 2022 and March 31, 2026, from $4.5B to $4.0B.
Of the latest reported AUM, 44.8% is discretionary and 55.2% is non-discretionary.
The firm reports 6 advisory representatives and 65 clients, or 10.8 clients per representative. That equates to $61.8M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Permcap Investment Office record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
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Connor Carew
Advisor
- CRD
- #7415648
ALEXANDER ROBERT GOLDFARB
Partner
- CRD
- #6091405
Showing 2 of 9 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 |
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Separately Managed Accounts
SMA allocation detail is available
Permcap Investment Office has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Permcap Investment Office's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.