PAMLICO CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$757M
Accounts
7
Employees
41
Advisory reps
9

Firm details

Headquarters
Charlotte, North Carolina
CRD number
157532
Registered since
March 19, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pamlico Capital operates as a private equity limited partnership focused on sponsoring and managing pooled investment vehicles for institutional clients. The firm functions primarily as a general partner and managing member of private funds, concentrating its allocation and portfolio construction around private equity strategies with complementary real estate exposure. Its business model combines traditional management fees (percentage of AUM) with performance-based carry, reflecting a standard GP economics structure for middle-market private equity managers. The adviser has been SEC-registered since 2012 and serves a narrow, institutional client base rather than retail households. It does not position itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator to third-party managers. Its advisory activity is centered on portfolio management for pooled investment vehicles where Pamlico Capital acts as sponsor and GP.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • TRACEY CHAFFIN

    CFO and PartnerCRD 2618843

  • STUART CHRISTHILF

    Partner and Chief Operating OfficerCRD 2401160

Contacts

3 of 7
  • L. HAMRICK

    PartnerCRD 5915816

  • SCOTT PERPER

    PartnerCRD 1777035

  • ARTHUR ROSELLE

    PartnerCRD 2669984

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
150 N College St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth