Panteles Advisors

Overview

Panteles Advisors is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its stated fee model combines a percentage-of-AUM charge with performance-based fees. The snapshot data lists SEC registration as 2026 and indicates ownership by a mix of a domestic entity and an individual. Panteles Advisors does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives