PANTERA CAPITAL

RIASEC RegisteredEst. 2018
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$113M
Accounts
35
Employees
72
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284342
Registered since
June 22, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pantera Capital operates as a limited partnership focused on both hedge fund and venture capital strategies. The firm is registered with the SEC (since 2018) and positions itself as a multifaceted manager serving primarily institutional clients. Its business mix includes acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, or managing member of pooled vehicles it runs. Compensation is structured as a percentage of assets under management plus performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KATRINA SETRIN

    Chief Legal OfficerCRD 5903171

  • MARC SELFON

    Chief Financial OfficerCRD 4100631

Contacts

2 of 2
  • SCOTT LAWIN

    PresidentCRD 2709609

  • DANIEL MOREHEAD

    Founder & Managing PartnerCRD 1880632

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth