Pantheon

RIASEC RegisteredEst. 1988
Total AUM
$11
Discretionary
$11
100% of AUM
Avg account
$1
Accounts
10
Employees
1
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
110091
Registered since
November 4, 1988
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

FINTRX

Overview

Pantheon operates as a corporation and has been SEC-registered since 1988. It is classified as an institutional registered investment adviser serving institutional clients rather than retail households. Ownership is listed as a combination of a domestic entity and individual ownership. The firm’s business profile includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and portfolio management for pooled investment vehicles and for businesses or institutional investors. Fee arrangements include percentage-of-assets, fixed fees, and performance-based fees, indicating flexibility in billing across different product structures. Pantheon is not described as a capital allocator and is not an active ESG investor. It is not a multistate or newly formed adviser and does not act as a pension consultant; the firm does have at least one related adviser entity. Industry affiliations point to roles beyond advisory work: broker-dealer, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles.

Investments & Alternatives

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

Owners & executives

2 of 2
  • Christopher Banks

    Christopher Banks

    Co-Chief Compliance OfficerCRD 4308224

  • Dean Maines

    Dean Maines

    Chief Financial Officer and PartnerCRD 6034404

Contacts

3 of 4
  • Kathryn Leaf

    Kathryn Leaf

    PartnerCRD 6743570

  • Brian Buenneke

    Brian Buenneke

    PartnerCRD 2399600

  • Jeffrey Miller

    Jeffrey Miller

    PartnerCRD 4278819

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth