PANTHEON
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 110091
- Registered since
- November 4, 1988
- Website
- www.pantheon.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pantheon is a corporate investment adviser that concentrates on serving institutional clients, with advisory mandates focused on pooled investment vehicles and portfolios for businesses or institutions. The firm operates as a CPO/CTA and is active as a sponsor, general partner or managing member of pooled vehicles, which signals hands-on involvement in structuring and managing closed-end and pooled strategies. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, giving Pantheon flexibility to align compensation with client and fund economics. Pantheon does not position itself as an ESG-focused manager and is not organized as a multi-state adviser under the reporting fields provided. The firm is related to at least one other adviser entity, and it maintains affiliations across the industry that include broker-dealer relationships and other investment adviser connections, which can facilitate distribution, fund administration and intermediary access for its products.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2CHRISTOPHER BANKS
Co-Chief Compliance OfficerCRD 4308224
DEAN MAINES
Chief Financial Officer and PartnerCRD 6034404
Contacts
3 of 4Kathryn Leaf
PartnerCRD 6743570
BRIAN BUENNEKE
PartnerCRD 2399600
JEFFREY MILLER
PartnerCRD 4278819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 555 California St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
AFT US CAPITAL LLC
RIASAN FRANCISCO, CA
WHITESWAN TRADING CORPORATION
RIASAN FRANCISCO, CA
PAIR LENDING LLC
RIASAN FRANCISCO, CA
VICTORWEALTH, LLC
RIASAN FRANCISCO, CA
SIDEPOCKET INCORPORATED
RIASAN FRANCISCO, CA
WAHDY CAPITAL
RIASAN FRANCISCO, CA