Pharos Capital Group, LLC (Brentwood)

Name: Pharos Capital Group, LLC
Address: 8 Cadillac Drive, Brentwood, TN, 37027
Telephone: 615-234-5522

Pharos Capital Group, LLC is a large advisory firm based in Brentwood. It manages $760.39 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Maryland, Tennessee, and Texas.

Pharos Capital Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pharos Capital Group: assets under management

The assets under management (AUM) of Pharos Capital Group, LLC is $760.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 183% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $760.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pharos Capital Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pharos Capital Group serves?

The firm provides services to pooled investment vehicles and business development companies. The largest group of clients of Pharos Capital Group is pooled investment vehicles with 4 clients and $760.39 million of assets under management. Among the 11 most similar advisory firms, Pharos Capital Group has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $760.39 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Pharos Capital Group also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.

Careers at Pharos Capital Group, LLC

The company employs 19 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kneeland Conner Youngblood	Manager, president	1 Sep 2011	50% - 75%	5603147
Doctor Robert Crants	Manager, vice president	1 Sep 2011	Other	2137687
Michael William Devlin	Manager, vice president	1 Sep 2011	Other	5969139
James William Phillips	Vice president	1 Sep 2011	Other	2222823
Kimberly Davis Futrell	Chief financial officer, chief compliance officer	1 Sep 2011	Other	5971750
Joel Ari Goldberg	Principal	1 Sep 2011	Other	5971753
Joel Ari Goldberg	Vice president	1 Jun 2012	Other	5971753
Pharos Interests Acquisition Llc	Shareholder	1 Jul 2015	Other	47-4406190
Anna Kovalkova	Partner and vice president	1 Jun 2017	Other	7090169

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kneeland Conner Youngblood	Shareholder	1 Jul 2015	50% - 75%	5603147
James William Phillips	Shareholder	1 Jul 2015	25% - 50%	2222823
Doctor Robert Crants	Shareholder	1 Jul 2015	25% - 50%	2137687

Based in Brentwood

The principal office where Pharos Capital Group, LLC performs its advisory services is located at 8 Cadillac Drive, Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-234-5522 or by fax 615-263-0234. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at pharosfunds.com.