PANTHEON INVESTMENT LLC

Overview

Pantheon Investment LLC is a small, owner-operated registered adviser that focuses on portfolio management for individuals and small businesses and also publishes periodic investment commentary. The firm has a clear tilt toward publicly traded equities, using exchange-traded instruments as the primary vehicle for client exposure. Fee arrangements include a percentage-of-AUM component plus other fee elements. Pantheon is not positioned as an ESG-focused investor and operates without multi-state adviser status, which aligns with a compact, client-specific practice rather than a national platform. The firm’s investment activity centers on customized equity allocations for individual and family clients, supported by third-party managers for private-market and alternative exposures. Given its single-client client base and boutique scale, the practice appears to emphasize tailored portfolios and direct management of liquid holdings while selectively supplementing portfolios with outside-managed alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices