Pantheon

RIASEC RegisteredEst. 1988
Total AUM
$11
Discretionary
$11
100% of AUM
Avg account
$1
Accounts
10
Employees
1
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
110091
Registered since
November 4, 1988
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pantheon is organized as a corporation and has been SEC-registered since 1988. The firm’s client focus is institutional, and its ownership structure is listed as domestic entity and individual. It is not designated as a capital allocator, is not a multi-state or newly formed adviser, and does not serve as a pension consultant. The firm is identified as a related adviser to other entities. Business operations include commodity pool operator/commodity trading advisor (CPO/CTA) activities and portfolio management for pooled investment vehicles as well as for businesses and institutions. Pantheon’s fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm does not identify as an active ESG investor. Pantheon maintains industry affiliations that span broker-dealer relationships and roles tied to pooled investment vehicles; it may act as sponsor, general partner, or managing member of funds it is involved with.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Banks

    Christopher Banks

    Co-Chief Compliance OfficerCRD 4308224

  • Dean Maines

    Dean Maines

    Chief Financial Officer and PartnerCRD 6034404

Contacts

3 of 4
  • Kathryn Leaf

    Kathryn Leaf

    PartnerCRD 6743570

  • Brian Buenneke

    Brian Buenneke

    PartnerCRD 2399600

  • Jeffrey Miller

    Jeffrey Miller

    PartnerCRD 4278819

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
555 California St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth