Perpetuity

0 registered advisors · 0 reported ETFs · $0 reported ETF value · $0 regulatory AUM

Perpetuity is an investment adviser that files Form ADV with the SEC in Bellingham, WA, with 0 registered advisors, reporting $0 in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-09-29 (latest Form ADV filing)

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-09-29. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2002-09-24
SEC file number
801-61473
Form version
10/2021
Latest Form ADV filing
2026-09-29
Address
104 W Magnolia St., P.O. 2836, Bellingham, WA 98225-2836, United States
Phone
360.594.8875
Website
https://www.perpetuity.com

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
0
Offices
0
Clients
0

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Total accounts
0

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Businesses or Institutional Clients; Publication of Periodicals or Newsletters; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription); Compensation: Performance-Based Fees

Source: SEC Form ADV filed by CRD 105555. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.