PAMLICO CAPITAL
CHARLOTTE, NC · CRD 157532 · IAPD ↗ · 704-414-7150
$5.30BRegulatory AUM
32Advisory reps
41Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
51
April 2025 — PAMLICO CAPITAL reported RAUM up 31% ($3.41B -> $4.46B).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.