AdvisorCensus / Financial advisors / Washington / Bellingham / Perpetuity
Perpetuity is an SEC-registered investment advisory firm in Bellingham, WA, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Perpetuity compensated?
On its Form ADV (Item 5.E, October 2026), Perpetuity reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Perpetuity located?
Perpetuity's principal office is in Bellingham, WA, according to its Form ADV.
Is Perpetuity registered with the SEC or a state?
Perpetuity is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 105555.
How much does Perpetuity manage?
Perpetuity reports $0 in regulatory assets under management in its Form ADV filing dated September 29, 2026.
How have Perpetuity's assets and staff changed since 2021?
In the Form ADV data for Perpetuity: Regulatory assets under management: $0 in the October 2022 data and $0 in the October 2026 data. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Perpetuity 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/105555
Does Perpetuity state an account minimum?
Its Form ADV Part 2A brochure dated September 22, 2025 says: "Fees are fixed for each asset class are as follows. Minimum portfolios are $100 Million."
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
- Fixed fees (other than subscription fees)
- 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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000,000
The brochure's wording
Fees are fixed for each asset class are as follows. Minimum portfolios are $100 Million.
As stated in the firm's Form ADV Part 2A brochure dated September 22, 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$0 as of October 2026, filing dated September 29, 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 businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Perpetuity Asset Management Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 3 | September 29, 2026 |
| October 2025 | $0 | 3 | September 23, 2024 |
| October 2024 | $0 | 3 | September 23, 2024 |
| October 2023 | $0 | 3 | September 20, 2023 |
| October 2022 | $0 | 3 | September 27, 2022 |
| October 2021 | Not reported | 2 | September 24, 2021 |
Regulatory assets under management: $0 in the October 2022 data and $0 in the October 2026 data.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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. Perpetuity (CRD 105555): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/perpetuity-bellingham-wa-105555