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PHORCYS CAPITAL PARTNERS, LLC

ALPHARETTA, GA · CRD 285635 · IAPD ↗ · phorcyscp.com · 770-777-9373

$191.5MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
2Private funds
1States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
May 2026 — PHORCYS CAPITAL PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2025 — PHORCYS CAPITAL PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
December 2024 — PHORCYS CAPITAL PARTNERS, LLC now reports custody of client assets ($176.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
51
December 2024 — PHORCYS CAPITAL PARTNERS, LLC reported RAUM up 58% ($105.0M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — PHORCYS CAPITAL PARTNERS, LLC reported RAUM down 40% ($174.6M -> $105.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.