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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans156$4,912,579,47653.4%
High-net-worth individuals691$2,844,622,98730.9%
Individuals2,084$574,062,2826.2%
Government entities12$479,325,1805.2%
Corporations & businesses103$350,534,7253.8%
Pooled investment vehicles2$43,143,3700.5%
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 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.

PROCYON EVERGREEN I, L.P.Hedge Fund · Last reported Sep 29, 2026$33.9MGross asset value

Form D fundraising filings

Procyon Evergreen I, L.P.

Fund administrator UMB FUND SERVICES, INC. MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
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

Procyon Vintage I, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian SEI PRIVATE TRUST COMPANY OAKS, 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
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 225
SHELTON, 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.