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 a corporate investment adviser that concentrates on serving institutional clients, with advisory mandates focused on pooled investment vehicles and portfolios for businesses or institutions. The firm operates as a CPO/CTA and is active as a sponsor, general partner or managing member of pooled vehicles, which signals hands-on involvement in structuring and managing closed-end and pooled strategies. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, giving Pantheon flexibility to align compensation with client and fund economics. Pantheon does not position itself as an ESG-focused manager and is not organized as a multi-state adviser under the reporting fields provided. The firm is related to at least one other adviser entity, and it maintains affiliations across the industry that include broker-dealer relationships and other investment adviser connections, which can facilitate distribution, fund administration and intermediary access for its products.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Co-Chief Compliance OfficerCRD 4308224

  • DEAN MAINES

    Chief Financial Officer and PartnerCRD 6034404

Contacts

3 of 4
  • Kathryn Leaf

    PartnerCRD 6743570

  • BRIAN BUENNEKE

    PartnerCRD 2399600

  • 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