Panoramic Capital, LLC
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 153450
- Registered since
- June 20, 2024
- Website
- www.panollc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Panoramic Capital, LLC is a privately organized hedge fund manager that primarily serves institutional investors through pooled investment vehicles. The firm is SEC-registered (2024) and operates as a limited liability company owned by domestic entities and individuals. Its advisory activity centers on managing pooled funds rather than providing direct individualized wealth management or pension consulting. Compensation is a combination of asset-based fees and performance-linked fees, and the firm does not flag itself as an active ESG investor.
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
Owners & executives
1 of 1Irene Chou
CCO & CFOCRD 4785485
Contacts
1 of 1William Hazen
ManagerCRD 1248178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 900 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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