Pincus Capital Management, Lp
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336500
· SEC file 801-132938
· New York, NY
· www.linkedin.com
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ADV data as of Jun 26, 2026
- Regulatory AUM
- $162M
- Discretionary
- $162M
- Clients
- 17
- Avg AUM / client
- $9.5M
- Accounts
- 17
- Employees
- 4
AUM over time
$0
$162M
May 7, 2025
Jun 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $162M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 960 KB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- J.P. Morgan $136M (84% of AUM) Jun 2026
- BNY Mellon $26.0M (16% of AUM) Jun 2026
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: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗