AUMdb

Pan Capital Management Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 336371 · SEC file 801-134469 · Houston, TX · pancapmgmt.com
☆ Save with Pro ADV data as of Jan 16, 2026
Regulatory AUM
$3.1B
Discretionary
$3.1B
Clients
11
Avg AUM / client
$280M
Accounts
14
Employees
43

AUM over time

$3.1B $3.1B
Sep 1, 2025 Jan 16, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 16, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 11 $2.3B 75.2%
Corporations and other businesses Fewer than 5 clients $765M 24.8%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/16/2026 4.13 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 16, 2026.

View current Form ADV (SEC/IAPD) ↗