SourcingSourcing

PINCUS CAPITAL MANAGEMENT, LP

B60
CRD 336500·SEC 801-132938·NEW YORK, NY
AUM
$161.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$485K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINCUS CAPITAL MANAGEMENT, LP
CRD
336500
SEC file #
801-132938
EIN
331468024
DBA names
—

Economics

AUM
$161.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$153.0M → $161.5M▲ +6%
Client mix
Individuals High Net Worth17

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/pincus-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HS FEE AGGREGATOR, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HS FEE AGGREGATOR, LP
ABOOKIRE, PHILLIP, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109652
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001214659-26-006122

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
126 EAST 56TH STREETSUITE 810NEW YORK, NY 10022
Business
126 EAST 56TH STREETSUITE 810NEW YORK, NY 10022
Edgar EIN
331468024
Edgar Recent Filings
13F-HR2026-05-14 · 0001214659-26-006122
13F-HR2026-02-10 · 0001214659-26-001442
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
ABOOKIRE, PHILLIP, SCOTT
Executive Officer · 2.5%
5539007
O'CONNOR, ROSEMARY, DALY
Executive Officer · 2.5%
8083730