Panteles Advisors

Overview

Panteles Advisors is an independent, limited liability RIA that works primarily with individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage-of-AUM schedule with performance-based fees. Panteles Advisors is not an active ESG investor and is not designated as a multi-state adviser in the provided data. The snapshot indicates SEC registration in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives