PAMLICO CAPITAL
PAMLICO CAPITAL MANAGEMENT, LP Legal Name
Adviser information for PAMLICO CAPITAL last updated from Form ADV on March 28th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 31 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 5 | $3.4B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $3.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $3.4B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $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 | 801-74226 |
|---|---|
| SEC ERA File Number | 801-74226 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157532 |
| Legal Entity Identifier | None |
Principal Office
150 N. COLLEGE STREETSUITE 2400
CHARLOTTE
NC
United States
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Tel: 704-414-7150, Fax: 704-414-7160
Chief Compliance Officer
TRACEY M. CHAFFIN
CHIEF FINANCIAL OFFICER & PARTNER
150 N. COLLEGE STREET
SUITE 2400
CHARLOTTE
NC
United States
Tel:
704-414-7110
Fax:
704-414-7160
T*************@*****************M
(Full email address available in API data)
Regulatory Contact
STUART M. CHRISTHILF, IV
COO & PARTNER
150 N. COLLEGE STREET
SUITE 2400
CHARLOTTE
NC
United States
Tel:
704-414-7176
Fax:
704-414-7160
S****************@*****************M
(Full email address available in API data)
Industry Affiliates
| PAMLICO CAPITAL GP III CF, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PAMLICO CAPITAL GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PAMLICO CAPITAL GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PAMLICO CAPITAL GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PAMLICO CAPITAL III CONTINUATION FUND, L.P. | Private Equity Fund | $599.3M | $0.4M | 33 |
| PAMLICO CAPITAL IV EXECUTIVE FUND, L.P. | Private Equity Fund | $20.7M | $0.1M | 47 |
| PAMLICO CAPITAL IV, L.P. | Private Equity Fund | $1,246.3M | $0.1M | 62 |
| PAMLICO CAPITAL V EXECUTIVE FUND, L.P. | Private Equity Fund | $16.6M | $0.1M | 58 |
| PAMLICO CAPITAL V, LP | Private Equity Fund | $1,018.9M | $0.2M | 80 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSELLE, ARTHUR, CHARLES | Individual | – | PARTNER | 03/2010 | 10-25% |
| PERPER, SCOTT, BULLOCK | Individual | – | PARTNER | 03/2010 | 5-10% |
| EUBANK, FREDERICK, W | Individual | – | PARTNER | 03/2010 | 5-10% |
| HAMRICK, L., WATTS | Individual | – | PARTNER | 03/2010 | 5-10% |
| SIMMONS, WALKER, CHAPMAN | Individual | – | PARTNER | 03/2010 | 10-25% |
| PAMLICO HOLDINGS, INC. | Domestic Entity | – | GENERAL PARTNER | 01/2010 | < 5% |
| CHAFFIN, TRACEY, MISCHKA | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 03/2010 | < 5% |
| STEVENS, SCOTT, RADEKER | Individual | – | PARTNER | 06/2013 | 10-25% |
| CHRISTHILF, STUART, MACDONALD | Individual | – | CHIEF OPERATING OFFICER | 09/2018 | < 5% |
| WILKINS, ERIC, JAMES | Individual | – | PARTNER | 07/2022 | 10-25% |
| PERPER, SCOTT, BULLOCK | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER | 03/2010 | |
| EUBANK, FREDERICK, W | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER | 03/2010 | |
| HAMRICK, L., WATTS | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER | 03/2010 | |
| ROSELLE, ARTHUR, CHARLES | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER & VOTING BOARD MEMBER | 03/2010 | |
| SIMMONS, WALKER, CHAPMAN | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER & VOTING BOARD MEMBER | 03/2010 | |
| STEVENS, SCOTT, RADEKER | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER & VOTING BOARD MEMBER | 06/2013 | |
| WILKINS, ERIC, JAMES | Individual | PAMLICO HOLDINGS, INC. | STOCKHOLDER & VOTING BOARD MEMBER | 07/2022 |