Pantheon

Overview

Pantheon is a corporation that provides portfolio management services to institutional clients, focusing on pooled investment vehicles and mandates for businesses or other institutions. The firm operates as a CPO/CTA and is affiliated with other industry entities including a broker-dealer, additional investment adviser relationships, and sponsor/GP roles for pooled vehicles. Pantheon charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm traces its SEC registration back to 1988 and is owned as a domestic entity and individual. According to the snapshot, Pantheon does not identify as an active ESG investor and is not registered as a multi-state adviser. It is listed as a related adviser in the FINTRX record.

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Location & Offices