PAN CAPITAL MANAGEMENT LP

CRD 336371File 801-134469

APPROVED

Custody

Disclosure events

Filing as of Jan 16, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$3.08B

Top 25% of cohort (national)

Discretionary AUM

$3.08B

Clients

14 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: FWRO
Registration date: Jan 21, 2026
Principal office: 3040 POST OAK BLVD., SUITE 1088, HOUSTON, TX, 77056
Phone: 281-904-5234
Website: https://pancapmgmt.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.08B
Discretionary AUM: $3.08B
Non-discretionary AUM: $0
Discretionary accounts: 14
Non-discretionary accounts: 0
Total accounts: 14
AUM per client: $279.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$764.7M
Pooled investment vehicles	11	$2.31B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11E2

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PAN CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.