DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Pamlico Capital
Asset manager (funds and pooled vehicles)Charlotte, North CarolinaCRD 157532SEC 801-74226websiteIAPD
Legal name Pamlico Capital Management, LP
Latest filing Mar 27, 2026
First filing on the tape Feb 15, 2012 · 20 filings
SEC status approved since Mar 19, 2012
RAUM
$5.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
41
32 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$5.3B as of Mar 27, 2026
Mar 15, 2013$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 15, 20130 then
Employees (5.A)41 as of Mar 27, 2026
Mar 15, 201323 then
Private funds7 as of Mar 27, 2026
Mar 15, 20133 then
RAUM +19% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $757MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pamlico Capital IV, L.P. | Private Equity Fund | $1.2B | 62 | Mar 23, 2018 |
| Pamlico Capital V, LP | Private Equity Fund | $1.0B | 80 | Mar 28, 2022 |
| Pamlico Capital III Continuation Fund, L.P. | Private Equity Fund | $599M | 33 | Mar 28, 2024 |
| Pamlico Capital III, L.P. | Private Equity Fund | $452M | 36 | Mar 28, 2014 |
| Pc III Cth Holdings, L.P.no longer reported | Private Equity Fund | $151M | 37 | Mar 30, 2015 |
| Pc IV Bni Holdlings, L.P.no longer reported | Private Equity Fund | $98.7M | 62 | Mar 27, 2020 |
| Pc IV Cfs Holdings, L.P.no longer reported | Private Equity Fund | $93.8M | 62 | Mar 27, 2020 |
| Pc IV Csp Holdings, L.P.no longer reported | Private Equity Fund | $83.3M | 62 | Mar 23, 2018 |
| Pc IV Svl Holdings, L.P.no longer reported | Private Equity Fund | $80.3M | 62 | Mar 29, 2019 |
| Pc III Dcp Holdings, L.P.no longer reported | Private Equity Fund | $63.4M | 37 | Mar 30, 2015 |
| Pc IV Dgt Holdings, L.P.no longer reported | Private Equity Fund | $46.1M | 62 | Mar 27, 2020 |
| Pamlico Capital IV Executive Fund, L.P. | Private Equity Fund | $20.7M | 47 | Mar 23, 2018 |
| Pamlico Capital V Executive Fund, L.P. | Private Equity Fund | $16.6M | 58 | Mar 28, 2022 |
| Pamlico Capital III Executive Fund, L.P. | Private Equity Fund | $5.5M | 31 | Mar 30, 2015 |
| Pamlico Capital Secondary Fund, L.P.no longer reported | Private Equity Fund | $588,579 | 36 | Feb 15, 2012 |
| Pamlico Capital II, L.P.no longer reported | Private Equity Fund | $0 | 38 | Feb 15, 2012 |
| Pamlico Capital II Parallel Fund, L.P.no longer reported | Private Equity Fund | $0 | 13 | Feb 15, 2012 |
| Pc III Pzl Holdings, L.P.no longer reported | Private Equity Fund | $0 | 36 | Mar 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Mischka Tracey Chaffin · Chief Compliance Officer & Chief Financial Officercontrolsince 03/2010 · owns less than 5%
- Macdonald Stuart Christhilf · Chief Operating Officercontrolsince 09/2018 · owns less than 5%
- W Frederick Eubank · Partnercontrolsince 03/2010 · owns 5% to 10%
- Watts L. Hamrick · Partnercontrolsince 03/2010 · owns 5% to 10%
- Bullock Scott Perper · Partnercontrolsince 03/2010 · owns 5% to 10%
- Charles Arthur Roselle · Partnercontrolsince 03/2010 · owns 10% to 25%
- Chapman Walker Simmons · Partnercontrolsince 03/2010 · owns 10% to 25%
- Radeker Scott Stevens · Partnercontrolsince 06/2013 · owns 10% to 25%
- James Eric Wilkins · Partnercontrolsince 07/2022 · owns 10% to 25%
- W Frederick Eubank · Stockholdercontrolsince 03/2010 · owns F of Pamlico Holdings, Inc.
- Watts L. Hamrick · Stockholdercontrolsince 03/2010 · owns F of Pamlico Holdings, Inc.
- Bullock Scott Perper · Stockholdercontrolsince 03/2010 · owns F of Pamlico Holdings, Inc.
- Charles Arthur Roselle · Stockholder & Voting Board Membercontrolsince 03/2010 · owns F of Pamlico Holdings, Inc.
- Chapman Walker Simmons · Stockholder & Voting Board Membercontrolsince 03/2010 · owns F of Pamlico Holdings, Inc.
- Radeker Scott Stevens · Stockholder & Voting Board Membercontrolsince 06/2013 · owns F of Pamlico Holdings, Inc.
- James Eric Wilkins · Stockholder & Voting Board Membercontrolsince 07/2022 · owns F of Pamlico Holdings, Inc.
Entity owners
- Pamlico Holdings, Inc. · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Pamlico Capital Gp III Cf, LLCpooled vehicle sponsorn
- Pamlico Capital Gp III, LLCpooled vehicle sponsorn
- Pamlico Capital Gp IV, LLCpooled vehicle sponsorn
- Pamlico Capital Gp V, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6 to 7Mar 27, 2025 to Mar 27, 2026
- Advisory employees · 31 to 32Mar 27, 2025 to Mar 27, 2026
- Pooled vehicle clients · 6 to 7Mar 27, 2025 to Mar 27, 2026
- Employees · 40 to 41Mar 27, 2025 to Mar 27, 2026
- Private funds · 6 to 7Mar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $4.5B to $5.3BMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $4.5B to $5.3BMar 27, 2025 to Mar 27, 2026
- RAUM · $4.5B to $5.3BMar 27, 2025 to Mar 27, 2026
- Accounts · 5 to 6Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 5 to 6Mar 28, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 27, 2025
- Private funds · 5 to 6Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $3.4B to $4.5BMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $3.4B to $4.5BMar 28, 2024 to Mar 27, 2025
- RAUM · $3.4B to $4.5BMar 28, 2024 to Mar 27, 2025
- Accounts · 6 to 5Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 27 to 31Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 5Mar 28, 2023 to Mar 28, 2024
- Assets in custody · $2.4B to $0Mar 28, 2023 to Mar 28, 2024
- Employees · 35 to 40Mar 28, 2023 to Mar 28, 2024
- Private funds · 6 to 5Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $3.4BMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.4B to $3.4BMar 28, 2023 to Mar 28, 2024
- RAUM · $3.4B to $3.4BMar 28, 2023 to Mar 28, 2024
- Accounts · 8 to 6Jul 20, 2022 to Mar 28, 2023
- Pooled vehicle clients · 8 to 6Jul 20, 2022 to Mar 28, 2023
- Assets in custody · $2.4B to $2.4BJul 20, 2022 to Mar 28, 2023
- Employees · 36 to 35Jul 20, 2022 to Mar 28, 2023
- Private funds · 8 to 6Jul 20, 2022 to Mar 28, 2023
- Discretionary RAUM · $3.7B to $3.4BJul 20, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $3.7B to $3.4BJul 20, 2022 to Mar 28, 2023
- RAUM · $3.7B to $3.4BJul 20, 2022 to Mar 28, 2023
- Accounts · 12 to 8Mar 25, 2021 to Mar 28, 2022
- Advisory employees · 25 to 27Mar 25, 2021 to Mar 28, 2022
- Pooled vehicle clients · 12 to 8Mar 25, 2021 to Mar 28, 2022
- Assets in custody · $1.6B to $2.4BMar 25, 2021 to Mar 28, 2022
- Employees · 34 to 36Mar 25, 2021 to Mar 28, 2022
- Private funds · 12 to 8Mar 25, 2021 to Mar 28, 2022
- Discretionary RAUM · $1.9B to $3.7BMar 25, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $1.9B to $3.7BMar 25, 2021 to Mar 28, 2022
Signals
5 dated events
- Pamlico Capital reported RAUM $4.5B, up 31% from $3.4B (2024-03-28 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- James Eric Wilkins (Partner) appeared on Schedule A of Pamlico CapitalJul 20, 2022 · Control person joined · fact
- Pamlico Capital reported RAUM $3.7B, up 99% from $1.9B (2021-03-25 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Macdonald Stuart Christhilf (Chief Operating Officer) appeared on Schedule A of Pamlico CapitalMar 29, 2019 · Control person joined · fact
- Pamlico Capital reported RAUM $2.3B, up 51% from $1.5B (2017-03-30 to 2018-03-23)Mar 23, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Pamlico Capital · Independent Sponsorsshared crd · capital_provider
- Pamlico Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/PAMLICO-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- PAMLICOCAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704-414-7150reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026