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| Panoramic Capital Partners LLC
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|---|---|
| CRD # | 331349 |
| SEC # | 801-130301 |
| CIK # | 0002052992 |
| AUM | 392.7 M (2026-03-02) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-937-7819 |
| Address | 4949 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.3 | ||
| Apple Inc | 5.3 | ||
| Nvidia Corp | 4.6 | ||
| Alphabet Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Tesla Motors Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Johnson & Johnson | 1.0 | ||
| Visa Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 30.8 |
| (b) Individuals (high net worth individuals) | 101 | 355.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 712 | 392.7 |
| By Discretionary | ||
| Discretionary | 712 | 392.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 712 | 392.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.7 | |
| Total | 712 | 392.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052992] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Wealth Partners LLC
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CA | 393.2 M |
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PFW Advisors LLC
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C C Dunnavan & Co Inc
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Atlatl Advisers LLC
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The Darrow Company Inc
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MA | 392.4 M |
|
Eastover Investment Advisors LLC
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|
S&A Financial Services Inc
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|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |