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Permanens Capital L.P.
Permanens Capital L.P. (also known as PermCap Investment Office) is a multi-family office and SEC-registered investment adviser headquartered in New York City, NY. Founded in 2011, the firm serves a range of institutional and individual clients including multi-generational families, endowments, foundations, private trusts, sovereign tribal nations, and high-net-worth individuals. Permanens Capital operates as an Outsourced Chief Investment Officer, providing comprehensive investment management, financial, and accounting services. Led by principals John J. Regan and Joseph S. Steinberg, the firm has under 25 employees and also maintains an office in Charleston, SC.
Investment Strategy
Permanens Capital offers long-only and multi-asset strategies tailored to the needs of sophisticated clients. Strategies include dedicated funds investing in physical precious metals, short duration high yield debt, non-agency residential mortgage-backed securities, and a diversified multi-asset fund that targets capital appreciation across asset classes and geographies. The firm utilizes both direct and indirect investments in equities, debt, private alternatives, and external funds, with an emphasis on capital preservation and tailored client solutions. The investment philosophy favors transparency, direct access, and a blend of traditional and alternative asset classes to meet each client’s objectives.
Latest 13F Filing Activity
Permanens Capital L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $733M. The fund increased holdings in Ishares TR, Ishares Silver TR, DBX Etf TR among other positions. Permanens Capital L.P. reduced exposure to Apple Inc., Disney Walt Co., Ishares TR among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 19.31% | $141.6M | 797,030 | $143.37 | $176.74 | +$5.5M |
V VUG | VANGUARD INDEX FDS | 18.07% | $132.5M | 301,987 | $340.01 | $438.40 | +$1.0M |
D DBEU | DBX ETF TR | 8.51% | $62.4M | 1,414,972 | $43.17 | $44.08 | +$19.6M |
I IAU | ISHARES GOLD TR | 7.73% | $56.7M | 909,546 | $44.90 | $62.36 | +$5.2M |
D DXJ | WISDOMTREE TR | 7.32% | $53.7M | 469,995 | $106.03 | $114.27 | +$18.8M |
Industry Allocation
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