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CAYMUS EQUITY PARTNERS, LLC

ATLANTA, GA · CRD 322999 · IAPD ↗ · caymusequity.com · 404-995-8300

$241.6MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — CAYMUS EQUITY PARTNERS, LLC reported RAUM down 28% ($308.5M -> $221.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
83
May 2024 — CAYMUS EQUITY PARTNERS, LLC (ATLANTA, GA) is newly SEC-registered with $308.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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