Panteles Advisors

Overview

Panteles Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm identifies as a capital allocator serving individual and family clients, operating under a percentage-of-assets fee model with the capacity to charge performance-based fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not position itself as an ESG investor and is not listed as a multi-state adviser. It also does not provide pension consulting and does not report a related adviser arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices