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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charleston, SC

Permcap Investment Office

$1.8B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($193.9M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Private Equity, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$193.9M
Total AUM: $1.8B
Median Disclosed Amount
$10.5M
Range: $2.5M – $13.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Permcap Investment Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Apollo Global Real Estate Management, L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$11.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$11.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Asia Real Estate Fund, LPAdviser 7.B Vehicle Real Estate 2025
$6.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Investment Fund XIIAdviser 7.B Vehicle Buyout 2025
$6.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apogem Capital Private Equity XIAdviser 7.B Vehicle Buyout 2025
$6.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Permcap Investment Office

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Permcap Investment Office (Family Office / MFO, $1.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 20.7% Actual; $5.4M Unallocated Target Bandwidth). SEC Form ADV (801-72416, CRD #157476) verified $1.80B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Permcap Investment Office

567 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Permcap Investment Office (22 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Everest Group General Account

Insurance Company Warren, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apollo Global Real Estate Management, L.P. (2025 Vintage)
Permcap Investment Office: $11.2M · SEC Form ADV 7.B
Everest Group General Account: $18.2M · SEC EDGAR Filing

Additional shared vehicles: Apollo Financial Credit Investments Fund II, LP (2025 Vintage) · Apax XI USD L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

26North

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apollo Financial Credit Investments Fund II, LP (2025 Vintage)
Permcap Investment Office: $11.0M · SEC Form ADV 7.B
26North: $142.0M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Global Real Estate Management, L.P. (2025 Vintage) · Apax XI USD L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Glacier Peak Battenkill Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Everett, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apax XI USD L.P. (2025 Vintage)
Permcap Investment Office: $10.8M · SEC Form ADV 7.B
Glacier Peak Battenkill Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds: $79.8M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Global Real Estate Management, L.P. (2025 Vintage) · Apollo Financial Credit Investments Fund II, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+564 Additional Institutional LPs Report Shared Vehicles with Permcap Investment Office

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Permcap Investment Office

You are viewing 5 open public preview records (out of 22 total tracked records for Permcap Investment Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (567 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Permcap Investment Office

Private Credit LPs →Buyout LPs →Real Estate LPs →Private Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Permcap Investment Office

What type of institutional allocator is Permcap Investment Office and what is their typical disclosed ticket size?

Permcap Investment Office is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charleston, SC). Across 22 historical disclosure records tracked on Prilago ($193.9M total parsed USD across disclosed rows), the median disclosed amount is $10.5M (range: $2.5M to $13.9M).

Which private-market strategies appear in Permcap Investment Office's public disclosures?

Permcap Investment Office has disclosed records across Private Credit, Buyout, Real Estate, Private Equity, Distressed / Special Situations. Open preview records include Apollo Global Real Estate Management, L.P. (2025 Vintage), Apollo Financial Credit Investments Fund II, LP (2025 Vintage), Apollo Asia Real Estate Fund, LP (2025 Vintage), Apollo Investment Fund XII (2025 Vintage).

How are Permcap Investment Office's historical records substantiated and separated from active searches on Prilago?

Records for Permcap Investment Office cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Permcap Investment Office's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/permcap-investment-office or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Permcap Investment Office?

In Prilago's bilateral commitment graph, Permcap Investment Office shares resolved underlying fund vehicles with 567 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Everest Group General Account (11 shared vehicles, e.g. Apollo Global Real Estate Management, L.P. (2025 Vintage)), 26North (10 shared vehicles, e.g. Apollo Financial Credit Investments Fund II, LP (2025 Vintage)), Glacier Peak Battenkill Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Apax XI USD L.P. (2025 Vintage)).

Related Family Office / MFO & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

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