Pantheon Investments
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 108411
- Registered since
- May 26, 1999
- Website
- pantheoninvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Pantheon Investments is a small, privately owned LLC that has been SEC-registered since 1999. The firm serves individual and family clients and describes its advisory activity as portfolio management for individuals and small businesses; it also produces periodic publications or newsletters. Fee arrangements include a percentage-of-AUM component plus unspecified additional fees. Pantheon does not self-identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Tague Goodhue
Founder and Managing PartnerCRD 1637481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 735 Broad St
- Time zone
- CT (UTC-6)
- Office locations
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