This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2025-09-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

Individual clients

0

High net worth clients

0

SEC number

801-61473

CRD

105555

Filings on the tape

16

First filed

Mar 28, 2012

Latest filed

Sep 22, 2025

Organised

Corporation

Website

perpetuity.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82ef90e6-fa90-36b0-ea2d-7f52afa4fcc4

First observed

Mar 28, 2012

Last observed

Sep 22, 2025 12 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.