Investment adviser · CRD 322999

CAYMUS EQUITY PARTNERS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 20, 2026

Regulatory AUM: $242M
Client accounts: 12
Employees: 11
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	12	$241,617,201	100.0%
Individuals	Fewer than 5	Not reported	Not reported
High-net-worth individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2066810 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAYMUS EQUITY PARTNERS FUND II LPPrivate Equity Fund · Last reported Mar 20, 2026$70.2MGross asset value

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM LLP EDISON, New Jersey, United States

Custodian COASTAL STATES BANK ATLANTA, Georgia, United States Related to adviser: No

Marketer INVICTA CAPITAL LLC MONROEVILLE, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM LLP
PCAOB 49

Fund details & source

Fund ID: 805-7498771470
Reported beneficial owners: 44
Minimum commitment: $50K

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SENECA RESOURCES HOLDINGS, LLCPrivate Equity Fund · Last reported Mar 20, 2026$42.1MGross asset value

Auditor WARREN AVERETT BIRMINGHAM, Alabama, United States

Custodian FIRST MERCHANTS BANK MUNCIE, Indiana, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

WARREN AVERETT
PCAOB 2226

Fund details & source

Fund ID: 805-1352025276
Reported beneficial owners: 16
Minimum commitment: $5K

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CBC INVESTMENT GROUP, LLCPrivate Equity Fund · Last reported Mar 20, 2026$35.1MGross asset value

Form D fundraising filings

CBC Investment Group LLC

Auditor CHERRY BEKAERT LLP ATLANTA, Georgia, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source

Fund ID: 805-3211161544
Reported beneficial owners: 4
Minimum commitment: $4.5M
Form D file number: 021-465183

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LIGHTING HOLDCO, LLCPrivate Equity Fund · Last reported Mar 20, 2026$28MGross asset value

Auditor KATZ, SAPPER & MILLER, LLP INDIANAPOLIS, Indiana, United States

Custodian ENTERPRISE BANK & TRUST ST. LOUIS, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KATZ, SAPPER & MILLER, LLP
PCAOB 2804

Fund details & source

Fund ID: 805-4891823671
Reported beneficial owners: 8
Minimum commitment: $147K

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PAN-AM ACQUISITION, LLCPrivate Equity Fund · Last reported Mar 20, 2026$26.2MGross asset value

Form D fundraising filings

Pan-Am Acquisition, LLC

Auditor CHERRY BEKAERT LLP ATLANTA, Georgia, United States

Custodian FIRST MERCHANTS BANK MUNCIE, Indiana, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source

Fund ID: 805-7776936715
Reported beneficial owners: 3
Minimum commitment: $600K
Form D file number: 021-534182

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BARRICADE INVESTMENT PARTNERS, LLCPrivate Equity Fund · Last reported Mar 20, 2026$7.84MGross asset value

Form D fundraising filings

Barricade Investment Partners LLC

Auditor CHERRY BEKAERT LLP ATLANTA, Georgia, United States

Custodian COASTAL STATES BANK ATLANTA, Georgia, United States Related to adviser: No

Marketer CAYMUS SECURITIES LLC ATLANTA, Georgia, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

CHERRY BEKAERT LLP
PCAOB 677

CAYMUS SECURITIES LLC
CRD 126183 · SEC 8-65862

Fund details & source

Fund ID: 805-3620620931
Reported beneficial owners: 42
Minimum commitment: $20K
Form D file number: 021-467082

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PAN-AM INVESTMENT PARTNERS LLCPrivate Equity Fund · Last reported Mar 20, 2026$2.99MGross asset value

Form D fundraising filings

Pan-Am Investment Partners LLC

Auditor CHERRY BEKAERT LLP ATLANTA, Georgia, United States

Custodian COASTAL STATES BANK ATLANTA, Georgia, United States Related to adviser: No

Marketer CAYMUS SECURITIES LLC ATLANTA, Georgia, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

CHERRY BEKAERT LLP
PCAOB 677

CAYMUS SECURITIES LLC
CRD 126183 · SEC 8-65862

Fund details & source

Fund ID: 805-3921273226
Reported beneficial owners: 16
Minimum commitment: $1K
Form D file number: 021-534187

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE PACES WEST, 2727 PACES FERRY ROAD SE,, SUITE 1-1650
ATLANTA, GA, 30339, United States

CRD 322999

Filing source

Form ADV 2066810 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.