John James Regan
Investment adviser representative at Permcap Investment Office
15 yearsExperience
1 stateRegistered in
$4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Permcap Investment OfficeSep 2021 to now
- Permanens Capital L.P.Jun 2011 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Permcap Investment Office
Legal name: Permanens Capital L.P.
$4BAssets managed
65Clients
4Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2233515
- Firm CRD
- 157476