PANTELES ADVISORS

Overview

Panteles Advisors is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It acts as a capital allocator — sourcing and placing client capital with external managers where appropriate — and charges advisory fees based on a percentage of assets under management and, in some cases, performance‑based fees. Panteles Advisors does not identify itself as an active ESG investor and is not described as a multi‑state adviser or pension consultant in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices