About Us

Perpetuity Capital provides a range of financial management and advisory services to fit our client's needs. Our name, Perpetuity Capital, reflects our durable approach to financial services. The word "perpetuity" suggests investment over the long horizon. We work with our clients to determine whether a safer long-term investment strategy or an aggressive growth strategy (or anywhere in between) is right for their individual situation.

The founder has over 20 years experience in financial markets (public and private middle-market) including trading, global research, M&A/private equity, investment banking and management of lower middle-market businesses. Previous work experience includes Passport Management, LLC, North Point Advisors, LLC, US Bancorp Piper Jaffray and various family controlled businesses. The founder has direct experience in corporate activities in the retail/restaurant, dentistry, banking, real estate and natural resources industries which has formed his views on these sectors. He also has experience investing in insurance, technology, industrial and energy industries.

The founder’s vision is to build a portfolio of stable, growing and cash producing investments where many companies/positions have a history of returning multiples of capital to shareholders than request from shareholders – and continue to grow each year. It sounds simple, but it is more rare than commonly believed. We believe a carefully selected portfolio based on these principals will endure times of market stress and ultimately provide safer long term returns able to preserve capital and beat the enemies of inflation and taxes. 

Together with opportunistic short positions, Perpetuity Capital will strive to provide a better built portfolio of investments able to withstand large market events and grow capital safely for the long term.