{
  "crd_number": 336371,
  "slug": "pan-capital-management-lp-houston-tx-336371",
  "primary_business_name": "PAN CAPITAL MANAGEMENT LP",
  "legal_name": "PAN CAPITAL MANAGEMENT LP",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-16",
  "carried_forward": false,
  "raum_total": 3078886949.0,
  "raum_discretionary": 3078886949.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 43,
  "advisory_employees": 30,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2314188137.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 764698812.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/pan-capital-management",
    "https://pancapmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336371",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/pan-capital-management-lp-houston-tx-336371",
  "display_name": "Pan Capital Management LP",
  "summary": "Pan Capital Management LP is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated January 16, 2026.",
  "citation": "AdvisorCensus. Pan Capital Management LP (CRD 336371): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Pan Capital Management LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pan Capital Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Pan Capital Management LP located?",
      "a": "Pan Capital Management LP's principal office is in Houston, TX, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pan Capital Management LP registered with the SEC or a state?",
      "a": "Pan Capital Management LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336371."
    },
    {
      "q": "How much does Pan Capital Management LP manage?",
      "a": "Pan Capital Management LP reports $3,078,886,949 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pan Capital Management LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Does Pan Capital Management LP report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336371"
    },
    {
      "q": "What changed in Pan Capital Management LP's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pan-capital-management-lp-houston-tx-336371.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 2314188137.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 764698812.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336371",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}