DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Permanent Equity Management
Legal name Permanent Equity Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2020 · 10 filings
SEC status approved since Jul 29, 2020
RAUM
$509M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$509M as of Mar 31, 2026
Mar 24, 2021$351M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 24, 20210 then
Employees (5.A)15 as of Mar 31, 2026
Mar 24, 202112 then
Private funds3 as of Mar 31, 2026
Mar 24, 20213 then
RAUM +9.4% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $170MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$509M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Permanent Equity II, LP | Private Equity Fund | $222M | 64 | Mar 30, 2020 |
| Permanent Equity II Parallel Fund, LP | Private Equity Fund | $111M | 2 | Mar 30, 2020 |
| Permanent Equity I, LP | Private Equity Fund | $68.5M | 37 | Mar 21, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Cornell Brent Beshore · Chief Executive Officercontrolsince 11/2017 · owns less than 5%
- Paul Mark Brooks · President / Chief Operating Officercontrolsince 08/2019 · owns less than 5%
- Marie Nicole Galloway · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- Taylor Lee Hall · Chief Compliance Officer / Managing Director/ Chief Legal Officercontrolsince 07/2019 · owns less than 5%
- Benjamin Timothy Hanson · President / Chief Investment Officercontrolsince 10/2018 · owns less than 5%
- Lorraine Emily Holdman · Managing Directorcontrolsince 08/2019 · owns less than 5%
- Cornell Brent Beshore · Ownercontrolsince 11/2017 · owns 75% or more of Solution Holdings, L.L.C.
Entity owners
- Solution Holdings, L.L.C. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Adventur.Es Gp II, LLCpooled vehicle sponsorn
- Adventur.Es Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Columbia, MO4 employees
What changed
consecutive filings, newest first
- Advisory employees · 15 to 13Apr 30, 2025 to Mar 31, 2026
- Employees · 17 to 15Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $465M to $509MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $465M to $509MApr 30, 2025 to Mar 31, 2026
- RAUM · $465M to $509MApr 30, 2025 to Mar 31, 2026
- Employees · 18 to 17Jun 4, 2024 to Apr 30, 2025
- Financial planning clients · unset to Jun 4, 2024 to Apr 30, 2025
- Discretionary RAUM · $401M to $465MJun 4, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $401M to $465MJun 4, 2024 to Apr 30, 2025
- RAUM · $401M to $465MJun 4, 2024 to Apr 30, 2025
- Advisory employees · 13 to 15May 10, 2023 to Mar 28, 2024
- Employees · 17 to 18May 10, 2023 to Mar 28, 2024
- Other offices · 0 to 1May 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $377M to $401MMay 10, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $377M to $401MMay 10, 2023 to Mar 28, 2024
- RAUM · $377M to $401MMay 10, 2023 to Mar 28, 2024
- Legal name · ADVENTUR.ES MANAGEMENT, LLC to PERMANENT EQUITY MANAGEMENT, LLCMar 31, 2023 to May 10, 2023
- Advisory employees · 11 to 13Aug 2, 2022 to Mar 31, 2023
- Employees · 14 to 17Aug 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $372M to $377MAug 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $372M to $377MAug 2, 2022 to Mar 31, 2023
- RAUM · $372M to $377MAug 2, 2022 to Mar 31, 2023
- Related adviser · true to falseAug 2, 2022 to Mar 31, 2023
- Employees · 12 to 14Mar 24, 2021 to Mar 23, 2022
- Discretionary RAUM · $351M to $372MMar 24, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $351M to $372MMar 24, 2021 to Mar 23, 2022
- RAUM · $351M to $372MMar 24, 2021 to Mar 23, 2022
- Advisory employees · 10 to 11Jun 29, 2020 to Mar 24, 2021
- Discretionary RAUM · $322M to $351MJun 29, 2020 to Mar 24, 2021
- Pooled vehicle RAUM · $322M to $351MJun 29, 2020 to Mar 24, 2021
- RAUM · $322M to $351MJun 29, 2020 to Mar 24, 2021
Signals
3 dated events
- Susanne Bylund (Chief Operating Officer) no longer on Schedule A of Permanent Equity Management (listed 2022-08-02, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Nicole Galloway (Chief Financial Officer) appeared on Schedule A of Permanent Equity ManagementMar 31, 2023 · Control person joined · fact
- Permanent Equity Management filed its initial SEC registration (Form ADV)Jun 29, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Permanent Equity Management · Independent Sponsorsshared crd · capital_provider
- Permanent Equity Management · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/permanentequityreportedpublic record, Form ADV, Sep 17, 2026
- Website
- permanentequity.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 573-445-0678reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026