Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer · Permanent Capital Management, LP
Ivaldo Basso
CRD 5125767 · Named on Form ADV at one SEC-registered adviser
At a glance
Permanent Capital Management, LP, an SEC-registered asset manager based in Chicago, IL with $769 million in regulatory assets, lists Ivaldo Basso on its Form ADV as Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer, a control person.
Firms and roles
- Permanent Capital Management, LPChief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerAsset manager · Chicago, IL · $769M in regulatory assets
AtlasMembers
Ivaldo’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Joseph W. ShentonManaging Partner, Permanent Capital Management, LP
- Meghan D. KoeppelPrincipal, Head of Private Investment Office Services, Permanent Capital Management, LP
- Sharif A. SiddiquiChief Investment Officer, Permanent Capital Management, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ivaldo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.