CAYMUS EQUITY PARTNERS, LLC

Adviser information for CAYMUS EQUITY PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 10 $308.5M
Non-Discretionary 0 $0
Total 10 $308.5M

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 10 $308.5M
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-130110
SEC ERA File Number 801-130110
SEC CIK Numbers None
SEC CRD Numbers 322999
Legal Entity Identifier None

Principal Office

ONE PACES WEST, 2727 PACES FERRY ROAD SE,
SUITE 1-1650
ATLANTA
GA
United States
Monday - Friday, 8AM-5PM
Tel: 404-995-8300, Fax: None

Chief Compliance Officer

TAMICA M. WILLIAMS
VICE PRESIDENT FINANCE
ONE PACES WEST, 2727 PACES FERRY ROAD SE,
SUITE 1-1650
ATLANTA
GA
United States
Tel: 404-995-8333
(Full email address available in API data)

Regulatory Contact

GEOFFREY FAUX
MANAGING PARTNER
ONE PACES WEST, 2727 PACES FERRY ROAD SE
SUITE 1650
ATLANTA
GA
United States
Tel: 404-995-8302
(Full email address available in API data)

Industry Affiliates

CAYMUS EQUITY MANAGEMENT II, LLC Other investment adviser, including financial planners
CAYMUS EQUITY PARTNERS FUND II, L.P. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BARRICADE INVESTMENT PARTNERS, LLC Private Equity Fund $6.8M $0.0M 42
CAYMUS EQUITY PARTNERS FUND II LP Private Equity Fund $137.6M $0.1M 44
CAYMUS TEMP-CON INVESTMENT PARTNERS LLC Private Equity Fund $14.1M $0.0M 26
CBC INVESTMENT GROUP, LLC Private Equity Fund $30.4M $4.5M 4
GA INVESTMENT PARTNERS, LLC Private Equity Fund $7.4M $0.0M 31
PAN-AM ACQUISITION, LLC Private Equity Fund $18.7M $0.6M 3
PAN-AM INVESTMENT PARTNERS LLC Private Equity Fund $1.4M $0.0M 13
PLANIT GROUP INVESTMENT PARTNERS, LLC Private Equity Fund $2.7M $0.0M 41
SENECA RESOURCES HOLDINGS, LLC Private Equity Fund $49.0M $0.0M 17
TEMP-CON CO-INVEST LLC Private Equity Fund $40.4M $6.3M 1

Control Persons

Name Type Entity Title Since Ownership
FAUX, GEOFFREY, LEWIS Individual MANAGING PARTNER 10/2011 50-75%
MAGGARD, JOHN, OLIVER Individual MANAGING PARTNER 10/2011 50-75%
GOMILLION, TAMICA, M W Individual CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER 03/2024 < 5%

No. Employees, Historic

10502024202510 on 3/29/202410 on 3/29/2024

RAUM, Historic

400M200M020242025308512653 on 3/29/2024308512653 on 3/29/2024

No. Clients, Historic

10502024202510 on 3/29/202410 on 3/29/2024