$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
0 Employees
16 ADV. Clients
16 yrs Firm Age
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- Custodian
- Folio Investments · Guggenheim · Interactive Brokers
- Clients
- Retail
- Platforms
- InsightAlpha +more
- Established Date
- 04-27-2010
- Office Locations
- 1
Office Locations
-- Fuquay-Varina NC
About Pharos Capital Management, LLC
Pharos Capital Management runs the SYNTHESIS Investment Program, a dynamic, risk-managed, multi-strategy, multi-timeframe process designed to adapt across changing market regimes. The firm provides investment management alongside financial planning (tax, estate, and insurance planning) and often works with entrepreneurs. Portfolios are primarily implemented with ETFs.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$242.4K AVG AUM / CLIENT
16.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
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Client Personas
Unison harbor
Custodian
Zenith meridian
Investment Themes
Fusion Bridge
Investment Vehicles
Eagle
Services
Eagle Beacon foundation Insight Eagle Prime harbor Atlas prime
Technology
Value alpha Timber fusion Summit beacon
Owner & Executives
DAVID RAY PERKINS
Chief Investment Officer, President
- CRD
- #3211027
- Ownership
- 75% or more
(718) 345-2170
wave.wave@meridiancapital.com
in linkedin.com/in/atlas-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,879,009 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,879,009 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,879,009
Equity - Exchange:
49.6% Cash:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,456,218,249 | 49.6% |
| Cash | $2,495,834,672 | 50.4% |
| Total | $4,952,052,921 | 100.0% |