Permcap Investment Office

Registered investment advisor · Charleston, South Carolina · CRD #157476

Assets Under Management

$4B

Client Accounts

Employees

CRD Number

157476

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Permcap Investment Office

PermCap Investment Office, also known as Permanens Capital L.P., is a full-service investment office and SEC-registered investment advisor based in Charleston, South Carolina. Founded in 2011 by John Regan and Joe Steinberg, the firm specializes in serving high-net-worth families, endowments, foundations, institutions, family trusts, and retail investors. As an Outsourced Chief Investment Officer (OCIO) and Multi-Family Office, PermCap focuses on protecting client assets, growing wealth, and pro

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Permcap Investment Office

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Frequently Asked Questions

What is Permcap Investment Office's AUM?

Permcap Investment Office reports approximately $4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Permcap Investment Office headquartered?

Permcap Investment Office is headquartered in Charleston, South Carolina.

What is Permcap Investment Office's CRD number?

Permcap Investment Office's CRD number is 157476. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.