Caymus Equity Partners, LLC

Caymus Equity Partners, LLC is a private equity investment manager that provides discretionary management to its affiliated pooled funds and related co‑investment vehicles, overseeing roughly $241.6 million in assets as of December 31, 2025. The brochure indicates its fund investors include high‑net‑worth individuals, family offices, insurance companies and fund‑of‑funds, and that the firm may invite outside parties to co‑invest alongside the Funds.

The firm targets change‑of‑control equity and equity‑related investments in U.S. lower‑middle‑market private companies, seeking lower‑volatility returns by emphasizing meaningful equity stakes and moderate use of leverage, active board involvement, seller rollover and operational support. Deal sourcing is coordinated by a dedicated business development professional with firm‑wide origination efforts, and investment decisions follow a disciplined, thesis‑driven due diligence process; Caymus also negotiates monitoring and related service arrangements with portfolio companies.

The brochure discloses several features that distinguish Caymus from many peers, including an affiliation with Caymus Securities LLC, a FINRA‑member broker‑dealer that may receive transaction fees (a disclosed material conflict), and the use of co‑investment vehicles and side letters that can provide differing or preferential terms to certain investors, including governmental or sovereign investors. The firm also reports using artificial intelligence platforms to gather and review data for decision making and states it may receive fees from portfolio companies for related services, all of which the brochure identifies as matters it manages and discloses.