Investment adviser · CRD 288239
PROCYON
Investment adviser filing (IA)
PROCYON ADVISORS, LLC
SHELTON, CT, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $9.2B Form ADV · Item 5.F
- Client accounts
- 8,716 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 49 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 156 | $4,912,579,476 | 53.4% |
| High-net-worth individuals | 691 | $2,844,622,987 | 30.9% |
| Individuals | 2,084 | $574,062,282 | 6.2% |
| Government entities | 12 | $479,325,180 | 5.2% |
| Corporations & businesses | 103 | $350,534,725 | 3.8% |
| Pooled investment vehicles | 2 | $43,143,370 | 0.5% |
Filing source
Form ADV 2135497 · Sep 29, 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
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PROCYON EVERGREEN I, L.P.Hedge Fund · Last reported Sep 29, 2026$33.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-9447680186
- Reported beneficial owners
- 51
- Minimum commitment
- $250K
- Form D file number
- 021-525951
Form ADV 2135497 · Sep 29, 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.
PROCYON VINTAGE I, L.P.Private Equity Fund · Last reported Sep 29, 2026$9.27MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
SEI PRIVATE TRUST COMPANY
LEI 2549003DYHS3TQXLHF04
Fund details & source
- Fund ID
- 805-3425489205
- Reported beneficial owners
- 51
- Minimum commitment
- $100K
- Form D file number
- 021-492562
Form ADV 2135497 · Sep 29, 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: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 CORPORATE DRIVE, SUITE 225SHELTON, CT, 06484, United States
CRD 288239
Filing source
Form ADV 2135497 · Sep 29, 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.