Panoramic Capital Partners LLC
● SEC registered since 2024CRD 331349SEC# 801-130301Lake Oswego, OR
Reg. AUM
$392.7M
Employees
7
Accounts
712
Location
Lake Oswego, OR
Panoramic Capital Partners LLC assets under management
Panoramic Capital Partners LLC is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 2024. It reports $392.7 million in regulatory assets under management and employs 7 people.
Panoramic Capital Partners LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew George Rounsavelle Carter Control | Chief Compliance Officer & Chief Executive Officer | Under 5% | 2024 |
| Panoramic Capital Partners Holdings LLC Control | Managing Member | Over 75% | 2024 |
| Andrew George Rounsavelle Carter Control | Co-Trustee | — | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Panoramic Capital Partners LLC manage?
Panoramic Capital Partners LLC reports $392.7 million in regulatory assets under management on its Form ADV.
How many employees does Panoramic Capital Partners LLC have?
Panoramic Capital Partners LLC reports 7 employees.
Where is Panoramic Capital Partners LLC located?
Panoramic Capital Partners LLC is based in Lake Oswego, OR and has been SEC-registered since 2024.
Does Panoramic Capital Partners LLC disclose fund performance?
Panoramic Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4949 Meadows Road, Suite 360, Lake Oswego, OR 97035 |
| Phone | 503-937-7819 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$392.7M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$392.7Mregulatory AUM
Discretionary $392.7M