Panoramika Advisors Inc.

RIASEC RegisteredEst. 2014
Total AUM
$1.1B
Discretionary
$0
0% of AUM
Avg account
$5.7M
Accounts
183
Employees
2
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
172737
Registered since
September 9, 2014
Custodians
STATE STREET BANK AND TRUST COMPANY, MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Other96.61%
  • HNWI3.39%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Panoramika Advisors Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2014. The firm charges fees as a percentage of assets under management and focuses on portfolio management services for individuals, small businesses and for business or institutional clients. Panoramika identifies as an active ESG investor and appears to operate as a traditional advisory firm rather than a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Private Funds 12%, US Government Bonds 10%, Exchange Traded Equities 9%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%, State & Local Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Private Funds12%
  • US Government Bonds10%
  • Exchange Traded Equities9%
  • Investment Grade Corp Bonds9%

Contacts

1 of 1
  • Seth Grubman

    Seth Grubman

    PresidentCRD 2811436

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
201 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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