PHAROS CAPITAL GROUP, LLC
Firm details
- Headquarters
- BRENTWOOD, Tennessee
- CRD number
- 158849
- Registered since
- October 7, 2011
- Website
- www.pharosfunds.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.96%
- Individuals1.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pharos Capital Group, LLC is a privately held investment adviser formed as an LLC and operating as a private equity fund manager. The firm runs pooled investment vehicles and provides portfolio management for both individual/family clients and institutional investors. Its advisory model combines fee-based AUM charges with performance-based fee structures, and it serves as a sponsor and general partner for funds it manages. Investment activity centers on privately structured funds, with a clear emphasis on private equity strategies. The firm reports being an active ESG investor, and its advisory mandate covers discretionary management for pooled vehicles as well as separately managed arrangements for individuals and small businesses. Pharos operates at the intersection of traditional fixed-income allocations (notably U.S. government bonds at the SMA level) and a much larger set of private fund commitments.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds96%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3DOCTOR CRANTS
Founding Partner & Chief Investment OfficerCRD 2137687
KIMBERLY FUTRELL
CFO & CCOCRD 5971750
KNEELAND YOUNGBLOOD
Founding Partner and CEOCRD 5603147
Contacts
3 of 3JAMES PHILLIPS
PartnerCRD 2222823
Anna Kovalkova
PartnerCRD 7090169
JOEL GOLDBERG
PartnerCRD 5971753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRENTWOOD, TN
WILLIAMSON
Location
BRENTWOOD, TN
Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 5511 Virginia Way
- Time zone
- CT (UTC-6)
- Office locations
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