{"url":"https://nivawealth.com/firms/permanent-equity-management-309530","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309530","regulatoryAum":508750700,"crd":"309530","history":[{"filedOn":"2021-03-24","regulatoryAum":351465911,"clients":3,"employees":12,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":372200207,"clients":3,"employees":14,"offices":1},{"filedOn":"2023-05-10","regulatoryAum":377315138,"clients":3,"employees":17,"offices":1},{"filedOn":"2024-06-04","regulatoryAum":400832701,"clients":3,"employees":18,"offices":2},{"filedOn":"2025-04-30","regulatoryAum":464935551,"clients":3,"employees":17,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":508750700,"clients":3,"employees":15,"offices":2}],"secFileNumber":"801-119179","legalName":"Permanent Equity Management, LLC","displayName":"Permanent Equity Management","slug":"permanent-equity-management-309530","website":"https://permanentequity.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/309530/5d409f93efefa320-r1.webp","tone":"light","width":847,"height":200,"sourceUrl":"https://www.permanentequity.com","sourceLabel":"Permanent Equity Management, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/permanentequity/","xUrl":"https://x.com/PermanentEquity","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"315 N Tenth St.","city":"Columbia","state":"MO","stateName":"Missouri","country":"United States","postalCode":"65201"},"tradeNames":[],"registration":{"secApproved":"29 July 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":15,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":508750700,"discretionary":508750700,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":508750700}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Permanent Equity Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brent Beshore","title":"Chief Executive Officer","crd":"7087605"},{"name":"Timothy Hanson","title":"President / Chief Investment Officer","crd":"7087606"},{"name":"Nicole Galloway","title":"Chief Financial Officer","crd":"7720843"},{"name":"Lee Hall","title":"Chief Compliance Officer / Managing Director/ Chief Legal Officer","crd":"7244131"},{"name":"Emily Holdman","title":"Managing Director","crd":"7244135"}],"ownership":[{"label":"Solution Holdings, L.L.C.","detail":"Owner in the 75% or more ownership band and a control person, since November 2017."},{"label":"Brent Beshore","detail":"Indirect owner: a owner of Solution Holdings, L.L.C. in the 75% or more band and a control person, since November 2017.","parent":"Solution Holdings, L.L.C."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":2,"addresses":[{"street":"315 N Tenth St.","city":"Columbia","headquarters":true},{"street":"305 N. 10th Street","city":"Columbia"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"573-445-0678","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309530/PDF/309530.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Permanent Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Permanent Equity Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Permanent Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Permanent Equity Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Permanent Equity Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Permanent Equity Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}