PANAGORA ASSET MANAGEMENT INC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 105201
- Registered since
- November 9, 1989
- Website
- www.panagora.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Sovereign Wealth Funds48.7%
- Pooled Investment Vehicles16.78%
- State / Municipal Government11.47%
- Corporations / Businesses8.86%
- Pension & Profit Sharing Plans5.24%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Panagora Asset Management Inc. is a SEC-registered investment manager (registered in 1989) organized as a corporation that operates with a hedge fund-style business model and serves predominantly institutional clients. The firm functions as a CPO/CTA and provides portfolio management for investment companies, pooled investment vehicles and institutional or business accounts. Compensation includes both a percentage-of-assets component and performance-based fees. Panagora lists multiple industry affiliations—broker-dealer relationships, trust and insurance company links, and roles as sponsor or general partner of pooled vehicles—reflecting activity across sponsored funds and delegated investment structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Owners & executives
3 of 8BRYAN BELTON
President and Chief Executive OfficerCRD 7996295
ANDRA BOLOTIN
Former Chief Financial OfficerCRD 5628438
MARK ANSON
Chief Executive Officer and Chief Investment OfficerCRD 2502127
Contacts
3 of 5ERIC SORENSEN
Vice ChairCRD 855174
JASON KETCHEN
Managing DirectorCRD 6136629
Stephen Ferrara
General CounselCRD 7778388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$186M in ETFs
100%
$186M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO MSCI USA ETF (PBUS) | Invesco | Passive | Large Blend | $108M | 1,651,454 | 57.90% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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