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John James Regan

Permcap Investment Office

Charleston, SC

CRD 2233515

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Employer firm

Permcap Investment Office CRD 157476

$4.02B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

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

Current Employers
Permcap Investment Office

10 Gillon Street, Charleston, SC 29401 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-14
  • NY RA
    APPROVED
    Since 2021-09-14

Branch Locations

10 Gillon Street, Charleston, SC 29401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Permanens Capital L.P. New York NY 06/2011 Present
  • 06/2011 → Present
    Permanens Capital L.P.
    New York, NY

View on SEC IAPD

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