Panteles Advisors

Overview

Panteles Advisors is an independent, SEC-registered advisory firm structured as an LLC that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and manager-selection services, and it acts as a capital allocator into third-party managers. Its fee arrangements include asset-based fees and performance-linked fees. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices