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PAN CAPITAL MANAGEMENT LP

HOUSTON, TX · CRD 336371 · IAPD ↗ · pancapmgmt.com · 281-904-5234

$3.08BRegulatory AUM
30Advisory reps
43Employees
0Clients
n/aPlanning clients
11Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
February 2026 — PAN CAPITAL MANAGEMENT LP (HOUSTON, TX) is newly SEC-registered with $3.08B RAUM and 30 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.