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Asset manager · Cape Town, Western Cape, South Africa

Perpetua

Perpetua Investment Managers (PTY) Limited · SEC-registered investment adviser · CRD 315222 · SEC 801-122011

At a glance

Perpetua is an SEC-registered investment adviser based in Cape Town, Western Cape, South Africa, with $1.7 billion in regulatory assets under management as of its Form ADV filed May 26, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 1,124th of 3,218 asset managers and 4,012th of 17,210 SEC-registered advisers by assets.

Main office +270211804900perpetuaim.co.zaLinkedInAs filed on Form ADV

Regulatory AUM
$1.7B
Rank among asset managers
#1,124 of 3,218
Rank among all SEC RIAs
#4,012 of 17,210
Clients
27
Accounts
26
Discretionary
100% of AUM
Employees
24
Advisory staff
11
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Standard Bank$903M65%
  2. Nedbank$476M35%

Other RIAs using Standard BankOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
State or municipal government entities11$1.4B83%
Pension and profit sharing plans4$98M6%
Pooled investment vehicles4$91M5%
Other investment advisers6$73M4%
Charitable organizations1$15M<1%
Corporations or other businesses1$1M<1%

Disciplinary disclosures

Perpetua reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

AtlasMembers

The full record on Perpetua

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
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Rank against 934 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
5Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Perpetua manage?

Perpetua reports $1.7 billion in regulatory assets under management across 26 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 26, 2026.

What kind of firm is Perpetua?

Perpetua is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Perpetua’s clients?

By assets, its largest client types are state or municipal government entities ($1.4 billion, 11 clients); pension and profit sharing plans ($98 million, 4 clients); pooled investment vehicles ($91 million, 4 clients).

Does Perpetua have any disciplinary history?

Perpetua reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Perpetua’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →