Permanens Capital L.P., operating as PermCap Investment Office, offers investment management to endowments, foundations, family trusts, high-net-worth individuals, and 403(b) plans. PermCap manages separate accounts and private investment funds, investing primarily in exchange-traded securities, ETFs, mutual funds, and separately managed accounts sub-advised by independent managers. PermCap also provides family office services, including tax and estate planning, and financial planning services.
Fee Structure
PermCap Investment Office manages investments for separate accounts, charging an annual fee based on a percentage of the assets they manage. This fee typically ranges from 0.50% to 1.00% and is negotiable. The fee is invoiced quarterly, in advance, based on the value of your portfolio on the last day of the previous quarter. PermCap also manages private investment funds, with annual management fees ranging from 0.50% to 1.00%.