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PAN CAPITAL MANAGEMENT LP
CRD 336371File 801-134469
APPROVED
Custody
Disclosure events
Filing as of Jan 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.08B
Top 25% of cohort (national)
Discretionary AUM
$3.08B
Clients
11
14 accounts
Employees
43
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, 5GCompensation
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.