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| Keyboard |
| Panoramic Investment Advisors LLC
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|---|---|
| CRD # | 290770 |
| SEC # | 801-112146 |
| CIK # | 0001967332 |
| AUM | 350.6 M (2026-03-17) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-691-1808 |
| Address | 650 South Cherry Street, Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.9 | ||
| Alphabet Inc | 2.8 | ||
| Nvidia Corp | 2.5 | ||
| Apple Inc | 2.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 2.4 | ||
| iShares Bitcoin Trust | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 176.7 |
| (b) Individuals (high net worth individuals) | 74 | 173.3 |
| (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 | 0.0 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,187 | 350.6 |
| By Discretionary | ||
| Discretionary | 1,078 | 319.7 |
| Non-Discretionary | 109 | 30.9 |
| Total | 1,187 | 350.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.6 | |
| Total | 1,187 | 350.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967332] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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