PANORAMIC CAPITAL, LLC
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 153450
- Registered since
- June 20, 2024
- 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 an SEC-registered investment adviser organized as an LLC that operates as a hedge fund manager for institutional clients. The firm reports portfolio management for pooled investment vehicles as its primary advisory activity and uses a fee model that combines a percentage of assets under management with performance-based fees. Panoramic registered with the SEC in 2024, describes itself as not focused on ESG integration, and is not designated as a multi-state adviser, pension consultant, or related-adviser entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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