Permanent Equity Management provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Permanent Equity Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($509M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $509M | 100.0% | $170M |
| Total | 3 | $509M | 100% | $170M |
- Clients
- 3
- Regulatory AUM
- $509M
- AUM share
- 100.0%
- Avg. per client
- $170M
Total
- Clients
- 3
- Regulatory AUM
- $509M
- AUM share
- 100%
- Avg. per client
- $170M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Permanent Equity Management is paid through performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Solution Holdings, L.L.C. owns 75% or more of Permanent Equity Management and is in turn owned by Brent Beshore (75% or more). Brent Beshore is CEO; the leadership team includes President Timothy Hanson, Chief Financial Officer Nicole Galloway and Chief Compliance Officer Lee Hall. It has 15 employees, 13 of them in advisory roles.
Leadership
- Brent BeshoreChief Executive Officer
- Timothy HansonPresident / Chief Investment Officer
- Nicole GallowayChief Financial Officer
- Lee HallChief Compliance Officer / Managing Director/ Chief Legal Officer
- Emily HoldmanManaging Director
Staff
- 15 employees
- 13 in advisory functions
- Owns 75% or more of Permanent Equity Management, LLC
Solution Holdings, L.L.C.
Control person · since November 2017
- Owns 75% or more of Solution Holdings, L.L.C.
Brent Beshore
Control person · since November 2017
Permanent Equity Management’s regulatory assets grew from $351M (March 2021) to $509M (March 2026); clients were 3 in both filings and employees rose from 12 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $509M | 3 | 15 | 2 |
| April 2025 | $465M | 3 | 17 | 2 |
| June 2024 | $401M | 3 | 18 | 2 |
| May 2023 | $377M | 3 | 17 | 1 |
| March 2022 | $372M | 3 | 14 | 1 |
| March 2021 | $351M | 3 | 12 | 1 |
Besides its headquarters, Permanent Equity Management has 1 office, with 2 listed addresses in Missouri.
Missouri · 2 listed addresses
- 315 N Tenth St., ColumbiaHQ
- 305 N. 10th Street, Columbia
Contact and registration details
- Legal name
- Permanent Equity Management, LLC
- Headquarters
- 315 N Tenth St., Columbia, MO 65201
- Website
- permanentequity.com
- Phone
- 573-445-0678
- @permanentequity
- SEC file
- 801-119179
- Structure
- Delaware LLC
- Fiscal year end
- December
Permanent Equity Management has custody of client assets.
How many clients does Permanent Equity Management have?
Permanent Equity Management has 3 clients and manages $509 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Permanent Equity Management offer?
Permanent Equity Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Permanent Equity Management have?
Permanent Equity Management has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 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
Who owns Permanent Equity Management?
Permanent Equity Management is owned through a holding company by Brent Beshore. Its direct owner is Solution Holdings, L.L.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Permanent Equity Management get paid?
Permanent Equity Management is paid through performance-based fees and other compensation. 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
How do I contact Permanent Equity Management?
Permanent Equity Management’s main office is at 315 N Tenth St., Columbia, MO 65201. Its phone number is 573-445-0678. Its website is permanentequity.com.