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They include 39 high-net-worth individuals, 11 pooled investment vehicles and 9 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Permanens Capital offer?","answer":"Permanens Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Permanens Capital charge?","answer":"Permanens Capital charges 0.50%–1.00% a year for its Separate Account Management. The fee is billed in advance and is negotiable.","source":"PERMANENS CAPITAL L.P. FORM ADV PART 2A, filed 7 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Permanens Capital use?","answer":"Permanens Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $918M and Pershing LLC (Jersey City, NJ), with $538M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Permanens Capital have?","answer":"Permanens Capital has 4 investment adviser representatives registered with state securities authorities, out of 17 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Permanens Capital invest in?","answer":"At the end of its last fiscal year, Permanens Capital’s separately managed accounts held 57% exchange-traded equities, 27% pooled vehicles (private funds and similar), 10% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds. It advises 10 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Permanens Capital?","answer":"Permanens Capital’s direct owners are John Regan (50% to 75%) and Joseph Steinberg (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Permanens Capital get paid?","answer":"Permanens Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Permanens Capital registered with the SEC?","answer":"Yes, Permanens Capital has been registered with the SEC as an investment adviser since 13 June 2011. 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