Panteles Advisors

Overview

Panteles Advisors is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm is registered with the SEC (registered in 2026) and describes itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and manager selection. Ownership is listed as a mix of a domestic entity and an individual. Its fee model is a combination of percentage-of-AUM and performance-based fees. Panteles does not position itself as an ESG investor and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives