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 organized as a corporation and has been SEC-registered since 1988. The firm’s client focus is institutional, and its ownership structure is listed as domestic entity and individual. It is not designated as a capital allocator, is not a multi-state or newly formed adviser, and does not serve as a pension consultant. The firm is identified as a related adviser to other entities. Business operations include commodity pool operator/commodity trading advisor (CPO/CTA) activities and portfolio management for pooled investment vehicles as well as for businesses and institutions. Pantheon’s fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm does not identify as an active ESG investor. Pantheon maintains industry affiliations that span broker-dealer relationships and roles tied to pooled investment vehicles; it may act as sponsor, general partner, or managing member of funds it is involved with.
Assets & Accounts
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
Owners & executives
2 of 2Christopher Banks
Co-Chief Compliance OfficerCRD 4308224

Dean Maines
Chief Financial Officer and PartnerCRD 6034404
Contacts
3 of 4
Kathryn 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
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