PERMANENS CAPITAL L.P. of CHARLESTON, SC is an SEC-registered investment adviser (CRD 157476). Regulatory assets under management: $4.0B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| John James Regan | CHIEF INVESTMENT OFFICER AND GENERAL PARTNER | — |
| Joseph Saul Steinberg | PASSIVE LIMITED PARTNER | — |
| August Stephen Politano | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Patrick Mccaffery | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| REGAN JOHN JAMES | CHIEF INVESTMENT OFFICER AND GENERAL PARTNER | — |
| LEHOISKY MICHAEL WILLIAM | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| STEINBERG JOSEPH SAUL | CHAIRMAN AND GENERAL PARTNER; PASSIVE LIMITED PARTNER | — |
| KIRAZIAN JEANETTE G MI ONLY | CHIEF COMPLIANCE OFFICER | — |
| YANNAZZO GARY JAMES | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| STEINBERG JOSEPH S | CHAIRMAN AND GENERAL PARTNER | — |
| LETO RUSSELL JED | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MCCAFFERY MICHAEL PATRICK | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Katherine Squires Leeming | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2021-12-15 | regulatory | THE SETTLEMENT ORDER ALLEGED THAT THE ADVISOR TRANSACTED BUSINESS IN VIRGINIA AS AN INVESTMENT ADVISOR WITHOUT REGISTERING WITH THE VIRGINIA STATE CORPORATION COMMISSION'S ("COMMISSION"). THE DIVISION FURTHER ALLEGED THAT FROM OCTOBER 2018 THROUGH MARCH 2020 THE ADVISOR EMPLOYED AN INDIVIDUAL AS AN… | Final | $8K |