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| Happy Holidays!! thanks for using AUM13F!! |
| Pharos Capital Group LLC
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| CRD # | 158849 |
| SEC # | 801-72752 |
| CIK # | |
| AUM | $1.1 B (2025-03-14) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 615-234-5522 |
| Address | 5511 Virginia Way Brentwood, TN 37027 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Pharos Capital Partners IV-A LP | [2020-03-24] | 200.3 | 197.4 |
| PE | Pharos Capital Partners IV LP | [2020-03-24] | 184.2 | 181.4 |
| PE | Pharos Capital Partners III-A LP | 2015-11-06 | 289.4 | |
| PE | Pharos Capital Partners LP | 2015-11-06 | 43.1 | |
| PE | Pharos Capital Partners III LP | [2013-04-01] | 204.4 | 211.2 |
| PE | Pharos Capital Partners II-A LP | 2012-03-28 | 140.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 8.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,062.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 1,070.6 |
| By Discretionary | ||
| Discretionary | 6 | 1,062.6 |
| Non-Discretionary | 1 | 8.0 |
| Total | 7 | 1,070.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.1 | |
| United States Persons | 1,042.5 | |
| Total | 7 | 1,070.6 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State Common Retirement Fund |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Phillips | 36 | ||
| Jim Phillips | 15 | ||
| Joel Goldberg | 12 | ||
| Kneeland Youngblood | 6 | ||
| D Crants III | 3 | ||
| Michael Devlin | 3 | ||
| Anna Kovalkova | 2 | ||
| Pharos Capital Partners GP III LLC | 1 | ||
| D Crants | 1 | ||
| Pharos Capital Partners GP Iva LLC | 1 | ||
| Pharos Capital Group LLC | 1 | ||
| GP Pharos Capital Partners GP Iva LLC | 1 |
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|---|---|---|
|
Ellsworth Advisors LLC
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OH | 1.2 |
|
Ironview Capital Management LLC
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PA | 1.1 |
|
Henry H Armstrong Associates Inc
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PA | 1.1 |
|
Monogram Capital Management LP
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CA | 1.1 |
|
Trinity Alps Capital Partners LP
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|
CA | 1.1 |
|
Oakridge Management Group LLC
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CT | 1.1 |
|
Cypress Point Wealth Management LLC
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TX | 1.1 |
|
Shade Tree Advisors LLC
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|
NY | 1.0 |
|
Hunter Perkins Capital Management LLC
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|
IL | 1.0 |
|
Berkeley Capital Partners LLC
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|
GA | 1.0 |