OCIO Capabilities PermCap presents as an outsourced chief investment officer and multi-family office with an established client base among endowments, foundations, faith-based institutions, and high-net-worth families, offering in-house investment officer experience backed by a full back office and asset class specialists. This positions them as a strategic partner for institutions seeking centralized investment governance.

AUM Scale With approximately $4.0B in assets under management, PermCap demonstrates scale that can be leveraged to attract larger institutional clients or funds seeking robust investment programs, while also enabling capacity for broader product offerings and customized solutions.

Regional Footprint Operating from New York, Charleston, and San Diego, PermCap has a national footprint that can support cross-region client outreach, diversified deal flow, and potential expansion opportunities into additional markets.

Historical Activity Historical minority stakes in diverse asset classes and ETFs (ecolab, ADP, Schwab ETFs) indicate willingness to explore multi-asset strategies and disciplined passive-to-active allocations, suggesting opportunities to upsell expanded investment strategies or co-managed portfolios.

Tech & Compliance A tech stack featuring standard enterprise credentials (including HTTP/3, reCAPTCHA, and content tooling) signals modern infrastructure and compliance readiness, which can be highlighted when selling scalable, compliant reporting platforms, client portals, and cybersecurity-forward solutions to prospective clients.