SourcingSourcing

PHORCYS CAPITAL PARTNERS, LLC

B56
CRD 285635·SEC 801-121806·ALPHARETTA, GA
AUM
$191.5M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$574K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PHORCYS CAPITAL PARTNERS, LLC
CRD
285635
SEC file #
801-121806
EIN
262207725
DBA names
—

Economics

AUM
$191.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$176.5M → $191.5M▲ +9%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
5 advisors → 4 advisors▼ -20%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
phorcyscp.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAWK, WILLIAM, HEATH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
HAWK, WILLIAM, HEATH
SFYRIS, VASILEIOS, ALEXIOS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PHORCYSCP.COM
Rdap Domain Creation Date
2009-02-10T03:43:22Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001464517
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2009-06-03
Edgar Last Filing Date
2024-09-05
Edgar Form D Count
15
Edgar Form D Offerings
2024-09-052024-09-05 · 0001464517-24-000002
2024-07-262024-07-26 · 0001464517-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing10
E*trade4
Edgar Addresses
Mailing
1720 WINDWARD CONCOURSE, SUITE 115ALPHARETTA, GA 30005
Business
1720 WINDWARD CONCOURSE, SUITE 115ALPHARETTA, GA 30005
Edgar EIN
262207725
Edgar Recent Filings
D/A2024-09-05 · 0001464517-24-000002
D/A2024-07-26 · 0001464517-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-10T03:43:22Z
Rdap Domain Last Changed
2026-01-23T18:26:06Z
Rdap Nameservers
Ns1.vivipapaliaga.grNs2.vivipapaliaga.gr
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2494928
Trust Company Affiliate
No

People (5)

5
HAWK, WILLIAM, HEATH
Direct Owner · 37.5%
2494928
SFYRIS, VASILEIOS, ALEXIOS
Direct Owner · 37.5%
4026992
EILER, KRISTEN, MELANIE
Direct Owner · 17.5%
6376850
Stephanie Kane Jackels
Executive Officer · 2.5%
5928877
BRENT TAYLOR WILLIAMS
Executive Officer · 2.5%
6041738