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RIA / WealthAdvisor25 years in industry

JOSEPH W. SHENTON

Advisor at PERMANENT CAPITAL MANAGEMENT, LP

CHICAGO, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Aug 29, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Joseph W. Shenton

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERMANENT CAPITAL MANAGEMENT, LP
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 27, 2001
First registration: Aug 29, 2001
Dual registered: no
Other names: JOSEPH WENTZ SHENTON,JR|JOSEPH WENTZ SHENTON|JOSEPH W. SHENTON JR.|JOSEPH W. SHENTON JR.
IAPD individual key: 4389342

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERMANENT CAPITAL MANAGEMENT, LP	Other adviser	Oct 16, 2023	n/a	yes	CHICAGO, IL	Current employment
SUMMIT TRAIL ADVISORS, LLC	Independent wealth	Aug 10, 2015	Feb 23, 2024	no	CHICAGO, IL	Previous registration
BARCLAYS CAPITAL INC.	Former SEC adviser	Jan 21, 2009	Aug 8, 2015	no	CHICAGO, IL	Previous registration
LEHMAN BROTHERS INC.	n/a	Mar 9, 2007	Oct 15, 2008	no	NEW YORK, NY\|CHICAGO, IL	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Aug 29, 2001	Mar 16, 2007	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT TRAIL ADVISORS, LLC	PERMANENT CAPITAL MANAGEMENT, LP	Feb 23, 2024	Oct 16, 2023	-130	Firm change after gap	RIA to new firm
BARCLAYS CAPITAL INC.	SUMMIT TRAIL ADVISORS, LLC	Aug 8, 2015	Aug 10, 2015	2	Firm change	Other
LEHMAN BROTHERS INC.	BARCLAYS CAPITAL INC.	Oct 15, 2008	Jan 21, 2009	98	Bulk transfer	Other
ALLIANCEBERNSTEIN L.P.	LEHMAN BROTHERS INC.	Mar 16, 2007	Mar 9, 2007	-7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19714:220519:IL:2015-08-08	Aug 8, 2015	Aug 10, 2015	CHICAGO, IL	Firm change

Relationships

Registered with (5)

→ PERMANENT CAPITAL MANAGEMENT, LPRegistered adviserregistration: current employment
Oct 16, 2023 to presentfactForm ADV
→ SUMMIT TRAIL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 10, 2015 to Feb 23, 2024factForm ADV
→ BARCLAYS CAPITAL INC.Registered adviserregistration: previous registration
Jan 21, 2009 to Aug 8, 2015factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
Mar 9, 2007 to Oct 15, 2008factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Aug 29, 2001 to Mar 16, 2007factForm ADV

Dated events

Occurred
Feb 23, 2024
Advisor changed firm
Joseph W. Shenton left Summit Trail Advisors, Llc for Permanent Capital Management, Lp (registered 2023-10-16)
Form ADVobserved 5 days ago