CAYMUS EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$242M
Discretionary
$242M
100% of AUM
Avg account
$20.1M
Accounts
12
Employees
11
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
322999
Registered since
April 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Caymus Equity Partners, LLC is an SEC-registered investment adviser organized as an LLC that operates as a private equity manager and sponsor of pooled investment vehicles. The firm focuses on portfolio management for pooled funds, acting in roles that include general partner and managing member and maintaining industry ties across broker‑dealer and adviser channels. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, consistent with active private equity fund management. The firm identifies as an active ESG investor, which suggests ESG considerations are integrated into its sourcing, due diligence and portfolio monitoring processes. Caymus’s activity is concentrated in private equity strategies; it both advises and sponsors private funds and also allocates to third‑party private equity managers where appropriate. Its business model emphasizes hands-on management of pooled vehicles across the investment lifecycle — sourcing opportunities, active oversight of portfolio companies, and pursuing liquidity events.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JOHN MAGGARD

    Managing PartnerCRD 1259431

  • GEOFFREY FAUX

    Managing PartnerCRD 1555251

  • MONICA WOOD

    VP, FinanceCRD 7197645

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1 Paces W 2727 Paces Fry Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth