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| Panoramic Capital Partners LLC
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|---|---|
| CRD # | 331349 |
| SEC # | 801-130301 |
| CIK # | 0002052992 |
| AUM | $392.7 M (2026-03-02) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 503-937-7819 |
| Address | 4949 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052992 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.3 | ||
| Apple Inc | 5.3 | ||
| Nvidia Corp | 4.6 | ||
| Alphabet Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Tesla Motors Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Johnson & Johnson | 1.0 | ||
| Visa Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Woodward Governor Co | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Palantir Technologies Inc | 0.7 | ||
| Sysco Corp | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Lilly Eli & Co | 0.5 | ||
| Caterpillar Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core Wealth Partners LLC
✚
|
CA | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |
|
Causey Wealth LLC
✚
|
CO | 0.4 |
|
Key Capital Management Inc
✚
|
TN | 0.4 |
|
C C Dunnavan & Co Inc
✚
|
MN | 0.4 |
|
Atlatl Advisers LLC
✚
|
WI | 0.4 |
|
The Darrow Company Inc
✚
|
MA | 0.4 |
|
Eastover Investment Advisors LLC
✚
|
NC | 0.4 |
|
S&A Financial Services Inc
✚
|
KS | 0.4 |
|
Carmel Capital Management LLC
✚
|
CA | 0.4 |