P
$161.5M Total AUM
$161.5M Disc. AUM
-- 3Y CAGR
3 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- BNY Mellon ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
126 East 56th Street Suite 810 NEW York NY
About Pincus Capital Management, LP
Pincus Capital Management is a New York City-based private investment firm providing investment strategy and implementation for families seeking to preserve and grow multi-generational wealth. Portfolios are primarily implemented with ETFs, with custody relationships that include BNY Mellon and J.P. Morgan. Form CRS is available on its website.
Team overview
-- AVG AGE
$80.8M AVG AUM / ADVISOR
$9.5M AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon element Beacon vital Delta Timber oak Timber Catalyst optima Legacy north Element focus
Investment Themes
Glacier delta
Investment Vehicles
Alpha meridian Signal
Services
Delta bridge Crest focus North oak
Owner & Executives
P
PHILLIP SCOTT ABOOKIRE
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(293) 524-9859
value.signal@northcapital.com
in linkedin.com/in/momentum-beacon
R
ROSEMARY DALY O'CONNOR
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(871) 594-6123
atlas.harbor@embercapital.com
in linkedin.com/in/wave-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,529,927 | $9,501,760 |
| Non-Discretionary | $0 | -- |
| Total | $161,529,927 | $9,501,760 |
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Separately Managed Accounts
Total SMA Asset: $161,529,927
Equity - Exchange:
43.6% Cash:
43.5% U.S. Government/Agency:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $647,782,349 | 43.6% |
| Cash | $646,296,610 | 43.5% |
| U.S. Government/Agency | $191,660,374 | 12.9% |
| Total | $1,485,739,333 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK RADIAL HARBOR | FRONTIER ALPHA | RJBAI602P | BJWCL | 7.87% | $103,929,551 |
| MOMENTUM LEGACY | EAGLE SUMMIT | QB23DPU7R | VDQ | 4.75% | $66,955,888 |
| ZENITH MOMENTUM | ATLAS MOMENTUM | V6L46MCBH | JCQYL | 3.03% | $108,682,064 |
| LEGACY VITAL NORTH | CREST TIMBER | DKG3P4ZO3 | XMRX | 9.50% | $76,064,151 |
| OAK EMBER CAPITAL | VECTOR EAGLE | MNPXLETH5 | NVG | 5.05% | $49,129,260 |
| PATHWAY SUMMIT MERIDIAN | INSIGHT HORIZON | NXSTLB3AA | GINW | 7.19% | $118,562,783 |
| BEACON MATRIX GLACIER | CREST EAGLE | WXOL2K37Y | XNSKL | 10.39% | $101,438,911 |
| WAVE PRIME WAVE | BEACON INSIGHT | D58GAGRZ7 | HKHBR | 6.62% | $29,519,899 |