AdvisorCensus / Financial advisors / Perpetua
Perpetua
Filed as PERPETUA · Legal name Perpetua Investment Managers (Pty) Limited
Perpetua is an SEC-registered investment advisory firm in Cape Town, Western Cape, South Africa, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.
Quick answers
From the filingHow is Perpetua compensated?
On its Form ADV (Item 5.E, October 2026), Perpetua reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Perpetua located?
Perpetua's principal office is in Cape Town, Western Cape, South Africa, according to its Form ADV.
Is Perpetua registered with the SEC or a state?
Perpetua is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 315222.
How much does Perpetua manage?
Perpetua reports $1,672,539,289 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).
What types of clients does Perpetua serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (11); other investment advisers (6); pooled investment vehicles (other than investment companies and business development companies) (4).
Which custodians does Perpetua use?
Perpetua's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Nedbank and Standard Bank as custodians holding 10% or more of its separately managed account assets.
Does Perpetua report any disciplinary disclosures?
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/315222
Does Perpetua state an account minimum?
Its Form ADV Part 2A brochure dated November 6, 2025 says: "The minimum investment for an SMA is $25m, which is negotiable."
What changed in Perpetua's recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $1,049,382,493 to $1,672,539,289 (+59%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $25,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment for an SMA is $25m, which is negotiable.
As stated in the firm's Form ADV Part 2A brochure dated November 6, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,672,539,289 as of October 2026, filing dated May 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Perpetua Investment Managers (Pty) Limited
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 24. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $1,049,382,493 to $1,672,539,289 (+59%).
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Newly registered with the SEC.
- February 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Perpetua (CRD 315222): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/perpetua-cape-town-western-cape-315222