Pamlico Capital Management, LP (Charlotte)

Name: Pamlico Capital Management, LP
Address: 150 N. College Street, Charlotte, NC, 28202 2397
Telephone: 704-414-7150

Pamlico Capital Management, LP is a large advisory firm based in Charlotte. It manages $1.93 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

Pamlico Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pamlico Capital Management: assets under management

The assets under management (AUM) of Pamlico Capital Management, LP is $1.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.47 million each.

Pamlico Capital Management has custody of $1.27 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pamlico Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pamlico Capital Management serves?

The only and largest group of clients of Pamlico Capital Management is pooled investment vehicles with 10 clients and $1.93 billion of assets under management. Among the 8 most similar advisory firms, Pamlico Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.93 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Pamlico Capital Management also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $69,348 to $125,000.

Careers at Pamlico Capital Management, LP

The company employs 32 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Pamlico Holdings	General partner	1 Jan 2010	Other	27-1804792
Scott Bullock Perper	Managing partner	1 Mar 2010	Other	1777035
Frederick W Eubank	Managing partner	1 Mar 2010	Other	5915812
L. Watts Hamrick	Managing partner	1 Mar 2010	Other	5915816
Arthur Charles Roselle	Partner	1 Mar 2010	Other	2669984
Walker Chapman Simmons	Partner	1 Mar 2010	Other	2669960
Tracey Mischka Chaffin	Chief compliance officer & chief financial officer	1 Mar 2010	Other	2618843
Scott Radeker Stevens	Partner	1 Jun 2013	Other	6221033

Based in Charlotte

The principal office where Pamlico Capital Management, LP performs its advisory services is located at 150 N. College Street, Charlotte, NC 28202 2397, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-414-7150 or by fax 704-414-7160. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at pamlicocapital.com/.