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 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
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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