PHAROS CAPITAL GROUP, LLC

RIASEC RegisteredEst. 2011
Total AUM
$630M
Discretionary
$623M
99% of AUM
Avg account
$89.9M
Accounts
7
Employees
22
Advisory reps
6

Firm details

Headquarters
BRENTWOOD, Tennessee
CRD number
158849
Registered since
October 7, 2011
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.96%
  • Individuals1.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pharos Capital Group, LLC is a privately held investment adviser formed as an LLC and operating as a private equity fund manager. The firm runs pooled investment vehicles and provides portfolio management for both individual/family clients and institutional investors. Its advisory model combines fee-based AUM charges with performance-based fee structures, and it serves as a sponsor and general partner for funds it manages. Investment activity centers on privately structured funds, with a clear emphasis on private equity strategies. The firm reports being an active ESG investor, and its advisory mandate covers discretionary management for pooled vehicles as well as separately managed arrangements for individuals and small businesses. Pharos operates at the intersection of traditional fixed-income allocations (notably U.S. government bonds at the SMA level) and a much larger set of private fund commitments.

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

Asset composition

Asset composition: US Government Bonds 96%, Cash & Cash Equivalents 4%96%
  • US Government Bonds96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • DOCTOR CRANTS

    Founding Partner & Chief Investment OfficerCRD 2137687

  • KIMBERLY FUTRELL

    CFO & CCOCRD 5971750

  • KNEELAND YOUNGBLOOD

    Founding Partner and CEOCRD 5603147

Contacts

3 of 3
  • JAMES PHILLIPS

    PartnerCRD 2222823

  • Anna Kovalkova

    PartnerCRD 7090169

  • JOEL GOLDBERG

    PartnerCRD 5971753

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

BRENTWOOD, TN

WILLIAMSON

Location

BRENTWOOD, TN

Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
5511 Virginia Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth