PANORAMIKA ADVISORS INC.

Overview

Panoramika Advisors Inc. is an SEC-registered registered investment adviser that focuses on managing portfolios for high-net-worth individuals, families and small businesses. The firm bills itself as a fee-based advisor charging a percentage of assets under management and reports portfolio management for both individual/small business clients and for business or institutional accounts. Its filings identify it as an active ESG investor, indicating ESG considerations are integrated into manager selection or fund choices rather than being a purely passive player on sustainability. Investment activity is tilted toward externally managed pooled vehicles: the largest portion of client capital sits in public mutual funds and similar public funds, while the firm also uses private-market allocations. The firm reports that virtually all of its assets are managed on a non‑discretionary basis, which suggests Panoramika emphasizes client-directed or collaborative decision-making rather than broad discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices