SourcingSourcing

PAN CAPITAL MANAGEMENT LP

C25
CRD 336371·SEC 801-134469·HOUSTON, TX
AUM
$3.08B
$1B+
Est. Revenue
$30.8M
@ 1% on AUM
Est. EBITDA
$9.2M
@ 30% margin
Est. Deal Value
$73.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PAN CAPITAL MANAGEMENT LP
CRD
336371
SEC file #
801-134469
EIN
000000000
DBA names
—

Economics

AUM
$3.08B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
43
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
—
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
pancapmgmt.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAN, YAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PAN, YAN
FU, QIANG
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
PANCAPMGMT.COM
Rdap Domain Creation Date
2013-04-17T19:24:09Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001627268
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2014-12-09
Edgar Last Filing Date
2026-03-20
Edgar Form D Count
4
Edgar Form D Offerings
2026-03-202026-03-20 · 0001627268-26-000001
2017-01-112017-01-11 · 0001627268-17-000001

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
Northern Trust10
U.s. Bank6
E*trade4
Edgar Addresses
Mailing
3040 POST OAK BLVD, #1045HOUSTON, TX 77056
Business
3040 POST OAK BLVD, #1045HOUSTON, TX 77056
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-20 · 0001627268-26-000001
D/A2017-01-11 · 0001627268-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-17T19:24:09Z
Rdap Domain Last Changed
2026-04-02T07:54:11Z
Rdap Nameservers
Ns1.domain.comNs2.domain.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
3255983
Trust Company Affiliate
No

People (4)

4
PAN, YAN
Direct Owner · 87.5%
3255983
FU, QIANG
Direct Owner · 17.5%
7581131
BRINDLEY, SCOTT, RAYMOND
Executive Officer · 2.5%
5230928
EDOUARD ROBBES
Executive Officer · 2.5%
4931546