AUMdb

Pharos Capital Group, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 158849 · SEC file 801-72752 · Brentwood, TN · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of Mar 16, 2026
Regulatory AUM
$630M
Discretionary
$623M
Clients
7
Avg AUM / client
$89.9M
Accounts
7
Employees
22

AUM over time

$267M $1.4B
Mar 28, 2012 Mar 16, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 1 $6.6M 1.04%
Pooled investment vehicles (non-investment companies) 6 $623M 99.0%

Private funds (6)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets

FundTypeDomicileGross assetsOwners
Pharos Capital Partners Iii A, Lp Private Equity Fund Delaware $295M 67
Pharos Capital Partners Iv A, Lp Private Equity Fund Delaware $224M 42
Pharos Capital Partners Iii, Lp Private Equity Fund Delaware $217M 38
Pharos Capital Partners Iv, Lp Private Equity Fund Delaware $200M 24
Pharos Capital Partners Ii A, Lp Private Equity Fund Delaware $118M 33
Pharos Capital Partners, Lp Private Equity Fund Delaware $37.1M 27

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Crants, Doctor, Robert Manager, Vice President Sep 2011 (15y) 10% – 25%
Futrell, Kimberly, Davis Chief Financial Officer, Chief Compliance Officer Sep 2011 (15y) Less than 5%
Phillips, James, William Vice President Sep 2011 (15y) 5% – 10%
Youngblood, Kneeland, Conner Manager, President Sep 2011 (15y) ≈ 7.5% – 25% via Pharos Interests Acquisition Llc
Goldberg, Joel, Ari Vice President Jun 2012 (14y) Less than 5%
Kovalkova, Anna, Valeryevna Vice President Jun 2017 (9y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Pharos Interests Acquisition Llc Shareholder Jul 2015 A 10% – 25%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Youngblood, Kneeland, Conner: 75% – 100% of Pharos Interests Acquisition Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (6, $1.1B gross assets)

FundTypeGross assetsMin. investmentOwners
Pharos Capital Partners Iii A, Lp Private Equity Fund $295M $250K 67
Pharos Capital Partners Iv A, Lp Private Equity Fund $224M $100K 42
Pharos Capital Partners Iii, Lp Private Equity Fund $217M $250K 38
Pharos Capital Partners Iv, Lp Private Equity Fund $200M $400K 24
Pharos Capital Partners Ii A, Lp Private Equity Fund $118M $150K 33
Pharos Capital Partners, Lp Private Equity Fund $37.1M $100K 27

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/16/2026 2.42 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.

View current Form ADV (SEC/IAPD) ↗