PANORAMA POINT PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$11.9M
Accounts
15
Employees
11
Advisory reps
3

Firm details

Headquarters
OMAHA, Nebraska
CRD number
165704
Registered since
July 10, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Panorama Point Partners, LLC is an SEC-registered adviser organized as an LLC that focuses on managing pooled investment vehicles for institutional clients. The firm operates primarily as a private equity manager and sponsor, taking on GP and managing-member roles in its funds while also acting in the capacity of an other-financial-product salesperson. Its business model centers on advising and running closed-end pooled vehicles rather than serving a broad retail advisory book. Investment activity is concentrated in private markets and real assets, with allocations implemented through the firm’s own private funds. Fee arrangements combine asset-based charges, fixed fees and performance-linked compensation, which aligns the firm’s economics with fund-level performance. Panorama Point is not positioned as an ESG-focused allocator and does not operate as a multi-state or pension consultant adviser; its client base is institutional.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • BRIAN RADERMACHER

    CFOCRD 4491883

Contacts

2 of 2
  • STEPHEN GEORGE

    Founder & Managing PartnerCRD 2275480

  • CHRISTOPH HENKEL

    MemberCRD 6469396

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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Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
13030 Pierce St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth