First seen by DFX
Sep 13, 2026
date not stated
Permcap Investment Office: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (PermCap's own site says it serves as an outsourced CIO and multi-family office to institutions and multi-generational families.)
First seen by DFX
Sep 12, 2026
date not stated
Permcap Investment Office found on the SEC adviser roster (services_description)
Permanens Capital L.P. reported $776,253,540 across 88 13(f) positions for the quarter ended 2026-03-31
Permanens Capital L.P. reduced Alphabet Inc 9,363 -> 5,504 shares ($2,938,109 -> $1,578,877)
Permanens Capital L.P. reduced Principal Exchange Traded Fd 1,715,767 -> 847,144 shares ($32,719,677 -> $15,943,250)
Permanens Capital L.P. reduced Amazon Com Inc 26,864 -> 18,494 shares ($6,200,748 -> $3,851,745)
Permanens Capital L.P. reduced Aercap Holdings Nv 17,516 -> 7,002 shares ($2,518,100 -> $960,534)
Permanens Capital L.P. reduced Capital One Finl Corp 11,278 -> 6,547 shares ($2,733,336 -> $1,194,369)
Permanens Capital L.P. opened a $6,525,280 position in Invesco Exchange Traded Fd T (34,000 shares)
Permanens Capital L.P. reduced J P Morgan Exchange Traded F 560,278 -> 206,582 shares ($41,068,377 -> $14,958,603)
Permanens Capital L.P. exited Schwab Charles Corp (was $8,538,409, 85,461 shares)
Permanens Capital L.P. opened a $30,616,685 position in Schwab Strategic Tr (1,349,942 shares)
Permanens Capital L.P. reduced Taiwan Semiconductor Manufac 9,083 -> 5,274 shares ($2,767,458 -> $1,787,300)
Permanens Capital L.P. reduced Wisdomtree Tr 292,755 -> 23,914 shares ($42,203,631 -> $3,792,282)
Permanens Capital L.P. reduced Workday Inc 13,510 -> 8,826 shares ($2,901,678 -> $1,146,674)
Permanens Capital L.P. reduced Danaher Corp Del 10,598 -> 6,890 shares ($2,429,486 -> $1,309,100)
Permanens Capital L.P. opened a $10,656,461 position in Baker Hughes Company (174,553 shares)
Permanens Capital L.P. reduced 2023 Etf Series Trust 800,671 -> 299,137 shares ($25,989,781 -> $9,099,748)
Permanens Capital L.P. opened a $40,964,835 position in Blackrock Etf Trust II (822,353 shares)
Permanens Capital L.P. opened a $7,810,396 position in Blackrock Etf Trust II (154,756 shares)
Permanens Capital L.P. exited Ishares Silver Tr (was $57,993,620, 900,242 shares)
Permanens Capital L.P. exited Ishares Tr (was $36,311,322, 847,010 shares)
Permanens Capital L.P. reduced Conocophillips 34,632 -> 19,069 shares ($3,241,902 -> $2,517,108)
Permanens Capital L.P. exited UBS Group Ag (was $9,605,250, 207,412 shares)
Permanens Capital L.P. increased Ishares Gold Tr 1,122,462 -> 1,885,466 shares ($91,110,206 -> $166,221,081)
Permanens Capital L.P. increased Ishares Gold Tr 152,381 -> 265,651 shares ($6,550,859 -> $12,405,902)
Permanens Capital L.P. increased Ishares Tr 16,508 -> 257,944 shares ($1,970,230 -> $30,592,158)
Permanens Capital L.P. increased Spdr Series Trust 664,112 -> 987,782 shares ($60,686,555 -> $90,520,342)
Permanens Capital L.P. increased State Str Spdr S&p 500 Etf T 4,707 -> 6,233 shares ($3,219,180 -> $4,064,673)
Permanens Capital L.P. opened a $7,824,561 position in Invesco Exch Traded Fd Tr II (383,369 shares)
Permanens Capital L.P. reduced Woodward Inc 7,437 -> 2,457 shares ($2,248,354 -> $879,409)
Permanens Capital L.P. opened a $9,497,744 position in Berkshire Hathaway Inc Del (19,820 shares)
Permanens Capital L.P. reduced Unitedhealth Group Inc 10,150 -> 6,085 shares ($3,350,617 -> $1,646,540)
Permanens Capital L.P. reduced Vanguard Index Fds 161,547 -> 114,815 shares ($78,812,319 -> $50,150,044)
Permanens Capital L.P. reduced Comcast Corp New 71,047 -> 37,901 shares ($2,123,595 -> $1,088,138)
Permanens Capital L.P. reported $766,761,767 across 80 13(f) positions for the quarter ended 2025-12-31
Permanens Capital L.P. opened a $2,733,336 position in Capital One Finl Corp (11,278 shares)
Permanens Capital L.P. opened a $2,938,109 position in Alphabet Inc (9,363 shares)
Permanens Capital L.P. opened a $2,518,100 position in Aercap Holdings Nv (17,516 shares)
Permanens Capital L.P. opened a $2,901,678 position in Workday Inc (13,510 shares)