Panorama Point Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Panorama Point Partners manages private funds focused on private equity alternative investments, targeting long-term capital growth for sophisticated and accredited investors such as high-net-worth individuals, family offices, and institutional investors. Panorama Point Partners also provides limited investment consulting services, primarily covering capital allocation, private equity business valuation, and related topics for clients who are typically investors in its private funds. The firm specializes in alternative investments outside of publicly traded stocks and bonds, and utilizes a structured phased investment process to evaluate and monitor opportunities.

Assets Under Management$180M
Clients15
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1.1M
Investment management only (planning not offered)

Panorama Point Partners manages private investment funds that typically charge an annual management fee of 2% based on capital commitments during the investment period, and subsequently 2% on the lower of cost or market value of held investments. This annual fee is divided and paid quarterly in advance. In addition to the management fee, the private funds pay performance-based compensation (carried interest) generally ranging between 10% and 15% to 20% of profits, depending on the specific fund's parameters.

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Panorama Point Partners, LLC - Fees, AUM & Advisors | TrueAdvisor