| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew George Rounsavelle Carter Control | Chief Compliance Officer & Chief Executive Officer | Under 5% | 2024 |
| Panoramic Capital Partners Holdings LLC Control | Managing Member | Over 75% | 2024 |
| Andrew George Rounsavelle Carter Control | Co-Trustee | — | 2024 |
Panoramic Capital Partners LLC reports $317 million in regulatory assets under management on its Form ADV.
Panoramic Capital Partners LLC reports 5 employees.
Panoramic Capital Partners LLC is based in Lake Oswego, OR and has been SEC-registered since 2024.
Panoramic Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4949 SW Meadows Road, Suite 360, Lake Oswego, OR 97035 |
| Phone | 503-937-7819 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $317M |
| Non-discretionary | $0 |
| Total (RAUM) | $317M |