|
⚲
|
| Keyboard |
| Pincus Capital Management LP
✚
|
|
|---|---|
| CRD # | 336500 |
| SEC # | 801-132938 |
| CIK # | 0002109652 |
| AUM | 161.5 M (2026-06-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-571-1730 |
| Address | 126 East 56th Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 34.2 | ||
| Apple Inc | 17.2 | ||
| Lam Research Corp | 9.2 | ||
| Alphabet Inc | 8.4 | ||
| Microsoft Corp | 6.6 | ||
| Merck & Co Inc | 5.1 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| Visa Inc | 3.7 | ||
| Blackstone Group LP | 2.9 | ||
| Thermo Fisher Scientific Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 161.5 |
| (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 | 0 | 0.0 |
| (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 | 17 | 161.5 |
| By Discretionary | ||
| Discretionary | 17 | 161.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 161.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.5 | |
| Total | 17 | 161.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109652] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quint Capital Corporation
✚
|
NY | 162.1 M |
|
GUTT Financial Management LLC
✚
|
GA | 162.1 M |
|
RPR Financial Advisors LLC
✚
|
KS | 162.1 M |
|
Arbor Investment Management LLC
✚
|
MI | 162.0 M |
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 161.9 M |
|
Fell Capital Management
✚
|
CA | 161.8 M |
|
Eagle Harbor Asset Management Inc
✚
|
160.9 M | |
|
Medicus Wealth Planning Inc
✚
|
UT | 160.8 M |
|
MCW Financial Inc
✚
|
KY | 160.8 M |
|
Steward Advisors LLC
✚
|
IL | 160.7 M |