SourcingSourcing

CAYMUS EQUITY PARTNERS, LLC

C50
CRD 322999·SEC 801-130110·ATLANTA, GA
AUM
$241.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$725K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAYMUS EQUITY PARTNERS, LLC
CRD
322999
SEC file #
801-130110
EIN
463754887
DBA names
—

Economics

AUM
$241.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$221.6M → $241.6M▲ +9%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
caymusequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAUX, GEOFFREY, LEWIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FAUX, GEOFFREY, LEWIS
MAGGARD, JOHN, OLIVER
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
CAYMUSEQUITY.COM
Rdap Domain Creation Date
2013-02-28T17:34:08Z
Rdap Firm Age Years
13
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
0001593047
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-01-13
Edgar Last Filing Date
2014-01-13
Edgar Form D Count
1
Edgar Form D Offerings
2014-01-132014-01-13 · 0001593047-14-000001

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
E*trade4
Edgar Addresses
Mailing
ONE SECURITIES CENTRE3490 PIEDMONT ROAD NE, SUITE 1040ATLANTA, GA 30305
Business
ONE SECURITIES CENTRE3490 PIEDMONT ROAD NE, SUITE 1040ATLANTA, GA 30305
Edgar EIN
463754887
Edgar Recent Filings
D2014-01-13 · 0001593047-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-02-28T17:34:08Z
Rdap Domain Last Changed
2023-03-01T14:23:23Z
Rdap Nameservers
Isaac.ns.cloudflare.comJule.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1555251
Trust Company Affiliate
No

People (3)

3
GEOFFREY LEWIS FAUX
Direct Owner · 62.5%
1555251
JOHN OLIVER MAGGARD
Direct Owner · 62.5%
1259431
MONICA RENEE WOOD
Executive Officer · 2.5%
7197645