{ "crd_number": 330996, "slug": "permira-credit-llc-san-francisco-ca-330996", "primary_business_name": "PERMIRA CREDIT LLC", "legal_name": "PERMIRA CREDIT LLC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-07-29", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-06-16", "carried_forward": false, "raum_total": 1340853000.0, "raum_discretionary": 1340853000.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 37, "advisory_employees": 20, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1340853000.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://facebook.com/PERMIRANEWS", "https://instagram.com/PERMIRATODAY", "https://linkedin.com/COMPANY/PERMIRA", "https://permira.cn", "https://permira.com", "https://permirawealth.com", "https://vimeo.com/PERMIRAADVISERS", "https://x.com/PERMIRANEWS", "https://youtube.com/USER/PERMIRATV" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330996", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/permira-credit-llc-san-francisco-ca-330996", "display_name": "Permira Credit LLC", "summary": "Permira Credit LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.", "citation": "AdvisorCensus. Permira Credit LLC (CRD 330996): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Permira Credit LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Permira Credit LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Permira Credit LLC located?", "a": "Permira Credit LLC's principal office is in San Francisco, CA, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Permira Credit LLC registered with the SEC or a state?", "a": "Permira Credit LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330996." }, { "q": "How much does Permira Credit LLC manage?", "a": "Permira Credit LLC reports $1,340,853,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)." }, { "q": "How have Permira Credit LLC's assets and staff changed since 2024?", "a": "In the Form ADV data for Permira Credit LLC: Regulatory assets under management: $424,600,000 in the October 2025 data and $1,340,853,000 in the October 2026 data, up 216%. Total employees: 25 in October 2024 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Permira Credit LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)." }, { "q": "Does Permira Credit LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330996" }, { "q": "What changed in Permira Credit LLC's recent Form ADV filings?", "a": "In the July 2026 filing data: Employees performing advisory functions went from 22 to 20." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": 25, "filing_date": "2024-07-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 424600000.0, "total_employees": 32, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1340853000.0, "total_employees": 37, "filing_date": "2026-06-16" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Employees performing advisory functions went from 22 to 20." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $424,600,000 to $1,340,853,000 (+216%).", "Employees performing advisory functions went from 20 to 22.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/permira-credit-llc-san-francisco-ca-330996.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 1340853000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330996", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }