A complete list of active advisors currently associated with Permcap Investment Office

Warmer can help you find a great advisor at Permcap Investment Office or one who fits your needs even better.

PermCap Investment Office advises a mix of institutional and high‑net‑worth clients, including endowments, private foundations, family trusts, sovereign tribal nations, 403(b) plans, and high‑net‑worth families and individuals. The firm provides portfolio management for separate accounts (on both discretionary and non‑discretionary bases), financial planning, and family office services. The adviser combines direct asset management with allocations to independent sub‑advisers, ETFs, mutual funds, and customized separate‑account mandates, and it tailors portfolios through Investment Management Agreements and Investment Policy Statements. As disclosed, approximately $2.22 billion of regulatory assets was managed on a non‑discretionary basis versus about $1.80 billion discretionary (as of December 31, 2025), and the firm also operates multiple affiliated pooled investment vehicles and a single‑asset special purpose vehicle. PermCap acts as adviser, general partner, and sponsor for a suite of private funds covering strategies such as defensive income, floating‑rate credit, non‑agency RMBS, physical precious metals, and opportunistic/dislocation investments, and certain funds may charge performance‑based fees (up to 20%). The firm also discloses a corporate affiliation with a publicly traded financial group whose subsidiaries serve as prime broker/custodian for some funds, a relationship that the brochure identifies as a potential conflict and that distinguishes its operational footprint from many multi‑team peers.

To learn more about the advisors currently working at Permcap Investment Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.