Panthera Capital LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$718K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300224
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Panthera Capital LLC is a small, privately held investment advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and can apply performance-based fees, suggesting an active, results-oriented compensation alignment. Its advisory work is concentrated on direct equity exposure: filings indicate a clear preference for exchange-traded equities as the core building block of client portfolios. Panthera is not positioned as an ESG manager and operates on a single-state basis. Although Panthera serves a very limited client base, its use of both liquid public equities and externally managed venture capital allocations points to a hybrid approach: liquid ETFs and stocks for core and tactical exposure, with selective private-market venture investments used to seek higher return or diversification outside public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 61%, Cash & Cash Equivalents 38%, Derivatives 1%61%
  • Exchange Traded Equities61%
  • Cash & Cash Equivalents38%
  • Derivatives1%

Contacts

1 of 1
  • Lauren Landfield

    Lauren Landfield

    Portfolio ManagerCRD 2843904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth