Provider Profiles
PermCap Investment Office
| Portfolio Construction |
| At PermCap, we seek to invest diligently and creatively, service clients as though they are family, be nimble and aggressive on behalf of clients, and demonstrate the humility to adapt when necessary. PermCap seeks both capital appreciation and preservation through the customization of each client’s asset allocation. We employ a holistic approach to portfolio construction, seeking quality investments at lower fees typically reserved for larger institutions, while effectively managing risk through diversification. PermCap provides institutional and family office clients a high-touch, custom-tailored asset allocation, constructed to match each client’s desired risk/return profile that aligns with their values and philosophies. |
| Profile | |
| Business model§ | OCIO + other |
| Year entered into OCIO business | 2011 |
| No. of relationship managers/salespeople | 6 |
| No. of OCIO portfolio managers | 3 |
| OCIO % of total firm revenue | Not provided |
| No. of clients, full discretion | 37 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $2.6b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $0mm |
| 401(k), 403(b) or other defined contribution plan | $0mm |
| Endowments or foundation | $2b |
| Health care pools (board designated, funded depreciation) | $0mm |
| Other | $582mm |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: An OCIO platform is something other than the types listed above. |