{
  "crd_number": 315222,
  "slug": "perpetua-cape-town-western-cape-315222",
  "primary_business_name": "PERPETUA",
  "legal_name": "PERPETUA INVESTMENT MANAGERS (PTY) LIMITED",
  "dbas": [],
  "city": "Cape Town, Western Cape",
  "state": null,
  "country": "South Africa",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 1672539289.0,
  "raum_discretionary": 1672539289.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 15044635.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1394323249.0,
      "count": 11
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 97908525.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 73337886.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 90519852.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 1405142.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://instagram.com/official_perpetua_im",
    "https://linkedin.com/company/perpetua-investment-managers-pty-ltd",
    "https://perpetuaim.co.za"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315222",
  "city_as_filed": "CAPE TOWN, WESTERN CAPE",
  "url": "https://advisorcensus.com/firm/perpetua-cape-town-western-cape-315222",
  "display_name": "Perpetua",
  "summary": "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.",
  "citation": "AdvisorCensus. Perpetua (CRD 315222): 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)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Perpetua compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Perpetua reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Perpetua located?",
      "a": "Perpetua's principal office is in Cape Town, Western Cape, South Africa, according to its Form ADV."
    },
    {
      "q": "Is Perpetua registered with the SEC or a state?",
      "a": "Perpetua is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 315222."
    },
    {
      "q": "How much does Perpetua manage?",
      "a": "Perpetua reports $1,672,539,289 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Perpetua serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Perpetua use?",
      "a": "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."
    },
    {
      "q": "Does Perpetua 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/315222"
    },
    {
      "q": "Does Perpetua state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated November 6, 2025 says: \"The minimum investment for an SMA is $25m, which is negotiable.\""
    },
    {
      "q": "What changed in Perpetua's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated November 6, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum investment for an SMA is $25m, which is negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum investment for an SMA is $25m, which is negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Nedbank",
      "name_as_filed": "NEDBANK",
      "affiliated": false
    },
    {
      "name": "Standard Bank",
      "name_as_filed": "STANDARD BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/perpetua-cape-town-western-cape-315222.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 90519852.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 97908525.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 15044635.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1394323249.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 6,
      "fewer_than_5": false,
      "raum": 73337886.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1405142.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/315222",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}