Panagora Asset Management Inc
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105201
- Registered since
- November 9, 1989
- Website
- www.panagora.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Sovereign Wealth Funds48.7%
- Pooled Investment Vehicles16.78%
- State / Municipal Government11.47%
- Corporations / Businesses8.86%
- Pension & Profit Sharing Plans5.24%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Panagora Asset Management Inc. is a corporation that functions primarily as a hedge fund manager serving institutional clients. Founded and SEC-registered in 1989, the firm provides portfolio management for investment companies, pooled investment vehicles and for institutional or business accounts. It also operates as, or is affiliated with, CPO/CTA activities and holds sponsor or GP roles for pooled vehicles. Compensation includes both a percentage-of-AUM component and performance-based fees. Panagora reports it is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 8Bryan Belton
President and Chief Executive OfficerCRD 7996295
Andra Bolotin
Former Chief Financial OfficerCRD 5628438
Mark Anson
Chief Executive Officer and Chief Investment OfficerCRD 2502127
Contacts
3 of 5
Eric Sorensen
Vice ChairCRD 855174
Jason Ketchen
Managing DirectorCRD 6136629
Stephen Ferrara
General CounselCRD 7778388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$223M in ETFs
100%
$223M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO MSCI USA ETF (PBUS) | Invesco | Passive | Large Blend | $173M | 2,314,826 | 77.61% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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