PANTHEON
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 153425
- Registered since
- April 28, 2010
- Website
- www.pantheon.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.48%
- Pension & Profit Sharing Plans25.84%
- Charitable Organizations13.34%
- Investment Companies7.13%
- State / Municipal Government1.2%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pantheon operates as a limited partnership and presents itself as a multi-faceted fund manager focused on private funds and pooled vehicles. Registered with the SEC in 2010, the firm’s client base is institutional and its advisory work centers on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Pantheon acts in sponsor and general partner roles for pooled vehicles and is also identified with CPO/CTA activities. The firm’s business model is built around private market exposure. Private equity is the dominant allocation, supported by activity in real estate, venture capital and private credit. Pantheon uses a mix of fee structures — percentage of AUM, fixed fees and performance-based fees — consistent with managing closed-end and open-ended private fund structures. It is not flagged as an active ESG investor. Pantheon also allocates to third-party external alternative managers, making capital commitments and managing pooled vehicles alongside those external manager relationships. Custody and operational plumbing are centered with large institutional providers, reflecting the scale and institutional orientation of its client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds99%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2CHRISTOPHER BANKS
Co-Chief Compliance OfficerCRD 4308224
DEAN MAINES
Chief Financial Officer and PartnerCRD 6034404
Contacts
2 of 2KARA ZANGER
PartnerCRD 5047763
Kathryn Leaf
PartnerCRD 6743570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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