PANAGORA ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1989
Total AUM
$44.1B
Discretionary
$43.6B
99% of AUM
Avg account
$446M
Accounts
99
Employees
110
Advisory reps
13

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
105201
Registered since
November 9, 1989
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

FINTRX

Overview

Panagora Asset Management Inc. is a SEC-registered investment manager (registered in 1989) organized as a corporation that operates with a hedge fund-style business model and serves predominantly institutional clients. The firm functions as a CPO/CTA and provides portfolio management for investment companies, pooled investment vehicles and institutional or business accounts. Compensation includes both a percentage-of-assets component and performance-based fees. Panagora lists multiple industry affiliations—broker-dealer relationships, trust and insurance company links, and roles as sponsor or general partner of pooled vehicles—reflecting activity across sponsored funds and delegated investment structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 8
  • BRYAN BELTON

    President and Chief Executive OfficerCRD 7996295

  • ANDRA BOLOTIN

    Former Chief Financial OfficerCRD 5628438

  • MARK ANSON

    Chief Executive Officer​ and Chief Investment OfficerCRD 2502127

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Contacts

3 of 5
  • ERIC SORENSEN

    Vice ChairCRD 855174

  • JASON KETCHEN

    Managing DirectorCRD 6136629

  • Stephen Ferrara

    General CounselCRD 7778388

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 11

Active vs passive

$186M in ETFs

Passive

100%

$186M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO MSCI USA ETF (PBUS)InvescoPassiveLarge Blend$108M1,651,45457.90%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth