Pantheon Investments

Overview

Pantheon Investments is a small, independently owned registered investment adviser formed in 1999 and organized as an LLC. The firm advises individual and family clients and bills primarily as a percentage of assets under management, with other fee arrangements possible. Its advisory work centers on portfolio management for individuals and small businesses and the publication of periodic investment commentary or newsletters. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices