Panoramic Capital manages investments for privately offered pooled investment vehicles (funds). Panoramic primarily invests in publicly traded U.S. equity and equity-related securities. The firm's investment decisions are based on the investment objectives and strategies outlined in each fund's offering memorandum. Investors in the funds do not have the opportunity to select or evaluate any fund investments or strategies.
Assets Under Management$240M
Clients4
AdvisorsN/A
Avg. per Client$59M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Panoramic also receives a performance allocation equal to 20% of net profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.