Permcap Investment Office

Overview

Permcap Investment Office is an SEC registered investment adviser based in Charleston, SC, registered since 2011. It reports $4B in assets under management across 65 accounts, with 17 employees. It has 4 investment adviser representatives.

Reported AUM

$4B

Discretionary

45%

Accounts

65

Average account

$61.8M

Employees

17

Advisory reps

4

Registered since

2011

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• August Stephen Politano Chief Financial Officer CRD 8198025
• Casey Alexandra Earnest Chief Compliance Officer CRD 6204598
• John James Regan Chief Investment Officer, General Partner CRD 2233515

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Connor Carew Investment Adviser Rep CRD 7415648
• Alexander Robert Goldfarb Investment Adviser Rep CRD 6091405
• Olivia Faith May Investment Adviser Rep CRD 7751070

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

10 Gillon St
Charleston, SC 29401

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: permcap.com

Every state, with registration dates

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