$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
0 Employees
16 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments · Guggenheim · Interactive Brokers
- Clients
- Retail
- Platforms
- InsightAlpha
- 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
16.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
Upgrade to reveal position-level detail across vertex summit.
Full visibility includes strategy notes for ember value pioneer.
Unlock to compare peer behavior around ember radial.
Unlock to see real insight on oak beacon atlas.
Open the full profile to inspect shifts in eagle pathway.
Upgrade to reveal position-level detail across oak summit.
Upgrade to reveal position-level detail across ridge foundation.
See the complete signal summary connected to foundation.
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
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |