Firm profile

CAYMUS EQUITY PARTNERS, LLC

ATLANTA, GACRD 322999Latest ADV March 20, 2026

Caymus Equity Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 20, 2026, reports $242M in regulatory assets under management, 11 employees, 1 office, and 12 accounts.

Assets Under Management
$242M
Employees
11
Offices
1 office
Total Clients
12
Primary office
ATLANTA, GA
ONE PACES WEST, 2727 PACES FERRY ROAD SE, SUITE 1-1650, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMonica R. Wood

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$242Mas of March 20, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$242M
Total Accounts12
10Y AUM Change$-67M (-21.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee1:1
10Y Employee Change+1 (+10.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.