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CC

Connor Carew

PERMCAP INVESTMENT OFFICE
CHARLESTON, SC 29401
Some features on this profile are disabled
CRD#: 7415648
CC

Professional summary

Connor Carew is a registered financial advisor currently at PERMCAP INVESTMENT OFFICE located in Charleston, South Carolina.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Connor has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Carew's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 14, 2021 - Present

PERMCAP INVESTMENT OFFICE

Office #1: 10 Gillon Street, Charleston, SC 29401
RIA
CRD#: 157476
CHARLESTON, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PERMCAP INVESTMENT OFFICE
PERMANENS CAPITAL ADVISORS, L.P. | STEEPLE CAPITAL, L.P. | PERMCAP INVESTMENT OFFICE | PERMANENS CAPITAL L.P.

CRD#: 157476 / SEC#: 801-72416

RIA
Registered Investment Advisory firm - (6/13/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(9/14/2021)

Exams

Current Firm

PI
PERMCAP INVESTMENT OFFICE
PERMANENS CAPITAL ADVISORS, L.P. | STEEPLE CAPITAL, L.P. | PERMCAP INVESTMENT OFFICE | PERMANENS CAPITAL L.P.

CRD#: 157476 / SEC#: 801-72416

RIA
Registered Investment Advisory firm - (6/13/2011 Approved)
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Contact information

Main Address
10 Gillon Street, Charleston, SC 29401
Mailing Address
Phone number
(843) 882-7950
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PERMANENS CAPITAL L.P. FORM ADV PART 2A (7/31/2025)

Regulatory assets under management

Total Number of Accounts46
AUM (Assets Under Management)$ 4,932,477,414

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/04/2025
Cover Page
Report
09/26/2024
Cover Page
Report
11/02/2023
Cover Page
Report
12/05/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PERMCAP INVESTMENT OFFICE

CRD#: 157476Charleston, SC 29401

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