Permanent Equity Management, Llc
- Regulatory AUM
- $509M
- Discretionary
- $509M
- Clients
- 3
- Avg AUM / client
- $170M
- Accounts
- 3
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $509M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $401M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Permanent Equity Ii, Lp | Private Equity Fund | Delaware | $222M | 64 |
| Permanent Equity Ii Parallel Fund, Lp | Private Equity Fund | Delaware | $111M | 2 |
| Permanent Equity I, Lp | Private Equity Fund | Delaware | $68.5M | 37 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beshore, Brent, Cornell | Chief Executive Officer | Nov 2017 (9y) | ≈ 56.25% – 100% via Solution Holdings, L.L.C. | |
| Hanson, Timothy, Benjamin | President / Chief Investment Officer | Oct 2018 (8y) | Less than 5% | |
| Hall, Lee, Taylor | Chief Compliance Officer / Managing Director/ Chief Legal Officer | Jul 2019 (7y) | Less than 5% | |
| Holdman, Emily, Lorraine | Managing Director | Aug 2019 (7y) | Less than 5% | |
| Mark Paul Brooks | President / Chief Operating Officer | Aug 2019 (7y) | Less than 5% | |
| Galloway, Nicole, Marie | Chief Financial Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Solution Holdings, L.L.C. | Owner | Nov 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Beshore, Brent, Cornell: 75% – 100% of Solution Holdings, L.L.C. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $401M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Permanent Equity Ii, Lp | Private Equity Fund | $222M | $100K | 64 |
| Permanent Equity Ii Parallel Fund, Lp | Private Equity Fund | $111M | $100K | 2 |
| Permanent Equity I, Lp | Private Equity Fund | $68.5M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • FEES FROM PORTFOLIO COMPANIES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗