PERPETUA INVESTMENT MANAGERS (PTY) LIMITED
DBA: PERPETUA
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.67B |
| Discretionary | $1.67B100% of AUM |
| Client Accounts | 26 |
| Avg Account Size | $64.3M |
| Employees | 24 |
| Peak AUM | $1.67BMay 2026 |
| AUM CAGR | +20.8% /yrover 5 yrs · 5 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +59.4% | — | +20.8% | — |
| Discretionary AUM | $1.7B | +62.4% | |||
Key Metrics
| Total AUM | $1.67B |
| Discretionary | $1.67B |
| Employees | 24 |
| Client Accounts | 26 |
Contact & Location
Address
5TH FLOOR, THE CITADEL, 15 CAVENDISH STREET
CAPE TOWN, WESTERN CAPE 7708
South Africa
Phone
+ 27 021 180 4900
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser