Perpetua Investment Managers is an asset management firm based in Cape Town, South Africa, offering investment services to institutions, trusts, estates, and businesses. Perpetua provides discretionary investment management services for equity and multi-asset strategies through separately managed accounts. The firm focuses on fundamental analysis and a long-term, value-based investment approach.
Assets Under Management$1B
Clients23
AdvisorsN/A
Avg. per Client$46M
Avg. per AdvisorN/A
www.instagram.com/official_perpetua_im ·www.perpetuaim.co.za ·www.linkedin.com/company/perpetua-investment-ma...
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.