Pantheon
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Overview
Pantheon is an advisory firm located in San Francisco, California. The company handles $54.1 billion in assets under management across 104 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a large group, including 54 financial advisors. Pantheon does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and equities.
Pantheon administers more than half of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction choices for the client's account without requiring client authorization. It also has three non-discretionary accounts totaling $17.3 billion in assets. The advisory firm's average account size is $520.1 million. The typical financial advisor at Pantheon oversees about two client accounts, making it one of the most personalized financial advisor firms in the country.
The company's main office is at 555 California Street, San Francisco, California 94104. Pantheon is allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pantheon by the Numbers
$54.1 billion
110
104
$520.1 million
Fee Structure
Fees for financial management depend on which service is provided. Fees billed by the firm most likely include some blend of the following fee types: asset-based, fixed or performance-based. Pantheon does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with investment companies and pooled investment vehicles. Out of its 104 clients, Pantheon's biggest client is pooled investment vehicles. About 20% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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