Joseph W. Shenton

Employer firm

Permanent Capital Management, LP CRD 328318

$769M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2024
  Summit Trail Advisors, Llc
  New York, NY
• 09/2023 → Present
  Permanent Capital Management, Lp
  Chicago, IL

Previous Registrations

• 2015-08-10 → 2024-02-23
  Summit Trail Advisors, Llc
  Chicago, IL
• 2009-01-21 → 2015-08-08
  Barclays Capital Inc.
  Chicago, IL
• 2007-03-09 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  Chicago, IL
• 2001-08-29 → 2007-03-16
  Alliancebernstein L.P.
  Chicago, IL

Other Businesses

1) CEC - CHICAGOLAND ENTREPRENEURIAL 200 EAST RANDOPH ST. SUITE 2200 CHICAGO, IL 60601 NOT INVESTMENT RELATED NOT FOR PROFIT MEMBER, BOARD OF DIRECTORS AFFILIATION BEGIN DATE 10/01/2011 AFFILIATION END DATE NO END DATE 0 HOURS PER MONTH DURING BUSINESS HOURS/ 0 HOURS AFTER BUSINESS HOURS PER MONTH 2) SHORE CAPITAL PARTNERS, LLC, NON-INVESTMENT RELATED; 1 E WACKER DRIVE, CHICAGO, IL 60601; OPERATING PARTNER; 4/2021; 2 HOURS PER MONTH; ATTEND QUARTERLY MEETINGS AND ASSIST WITH STRATEGIC INITIATIVES 3) RELISH WORKS, LLC; INVESTMENT RELATED; 222 W MERCHANDISE MART PLAZA, CHICAGO, IL 60654; ADVISOR; 10/2017; 2 HOURS PER MONTH; ASSIST WITH STRATEGIC INITIATIVES OF THE BOARD AND EVALUATE INVESTMENT SYNDICATE PARTNERS 4) EVOLUTION RISK PARTNERS, LLC; NON-INVESTMENT RELATED; 909 DAVIS STREET, EVANSTON IL 60201; BOARD MEMBER; 8/2018; 3 HOURS PER MONTH; GENERAL GOVERNANCE AND BUSINESS RELATED MATTERS

Exams

• S66 Uniform Combined State Law Examination
  2001-08-27

Other Names

• Joseph Wentz Shenton,Jr
• Joseph Wentz Shenton
• Joseph W. Shenton Jr.
• Joseph W. Shenton Jr.