# Pan Capital Management LP

> 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.

- CRD: 336371
- Filed as: PAN CAPITAL MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336371
- AdvisorCensus page: https://advisorcensus.com/firm/pan-capital-management-lp-houston-tx-336371

## Quick answers

**How is Pan Capital Management LP compensated?**
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.

**Where is Pan Capital Management LP located?**
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).

**Is Pan Capital Management LP registered with the SEC or a state?**
Pan Capital Management LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336371.

**How much does Pan Capital Management LP manage?**
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).

**What types of clients does Pan Capital Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Pan Capital Management LP report any disciplinary disclosures?**
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

**What changed in Pan Capital Management LP's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,078,886,949
- Discretionary: $3,078,886,949
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $2,314,188,137 |
| Corporations or other businesses not listed above | Fewer than 5 | $764,698,812 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 43 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336371

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- pancapmgmt.com
- LinkedIn @pan-capital-management

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pan Capital Management LP (CRD 336371): Form ADV filing data as of October 2026.