Thinkpanmure LLC (San Francisco)

Name: Thinkpanmure LLC
Address: 600 Montgomery Street, San Francisco, CA, 94111
Telephone: 415-249-2900

Thinkpanmure LLC is a large advisory firm based in San Francisco. It manages $858.93 million of regulatory assets for 1,224 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.

Thinkpanmure provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thinkpanmure: assets under management

The assets under management (AUM) of Thinkpanmure LLC is $858.93 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $201.41 million in discretionary accounts and $657.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $642.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thinkpanmure LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thinkpanmure LLC

Michael Thomas Moe has been acting as President since 1 Apr 2008. Michael Benjamin Armstrong joined the executive team most recently as the Acting Director Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thinkequity Holdings Llc (Fka Ch Holdings)	Holding company of thinkequity partners llc	1 Aug 1997	75% - 100%	41-1884891
Thinkpanmure Holdings Llc (Fka Ch Holdings)	Holding company of thinpanmure llc	1 Aug 1997	75% - 100%	41-1884891
Michael Thomas Moe	Chairman, chief executive officer	1 May 2002	Other	1773829
Deborah Hicks Quazzo	President and head of investment banking	1 Nov 2002	Other	1740910
Brian Kenneth Endres	Controller/finop	1 Jul 2004	Other	2673131
Harriet Jayne Britt	Chief compliance officer	1 Feb 2005	Other	1429634
Peter Victor Coleman	Chief operating officer and chief financial officer	1 Nov 2005	Other	2567299
David Andrew Weitgenant	Crop & srop	1 Jan 2007	Other	2096196
Robert Bruce Mcclanahan	Head of sales trading	1 Mar 2007	Other	1145485
Gregory Lance Wright	Director of corporate finance	1 Mar 2007	Other	1564124
Jack Giacomo Monopoli	Head of trading	1 Mar 2007	Other	1718078
Philip Murray Johnston	Head of brokerage	1 Mar 2007	Other	1730461
Michael Benjamin Armstrong	Director of research	1 Oct 2007	Other	2806297
Peter Victor Coleman	Director of research	1 Mar 2008	Other	2567299
Gregory Lance Wright	Managing partner and chief operating officer	1 Mar 2008	Other	1564124
Michael Thomas Moe	Chairman	1 Apr 2008	Other	1773829
Michael Benjamin Armstrong	Director of research	1 May 2008	Other	2806297
Michael Benjamin Armstrong	Assistant director of research	1 Jul 2008	Other	2806297
Randall Walter Mason	Director of research	1 Jul 2008	Other	1786359
Bernadine Lavin Heinrich	Chief financial officer	1 Jul 2008	Other	2028382
Gregory Lance Wright	Chief executive officer	1 Oct 2008	Other	1564124
Michael Benjamin Armstrong	Acting director of research	1 Oct 2008	Other	2806297
Francisco Javier Machin	Financial and operations principal	1 Oct 2008	Other	4698240
Theodore Frederick Mitchell	Co-head of investment banking	1 Oct 2008	Other	2042216
Douglas Ronald Gonsalves	Co-head of investment banking	1 Oct 2008	Other	2356831

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lfcm Holdings Llc	Holding company	1 Jan 2005	25% - 50%	20-2343502
Ukpg Holdings Llc	Shareholder	1 Apr 2005	25% - 50%	20-2138325
Panmure Gordon & Co. Plc	Shareholder	1 Mar 2007	75% - 100%	foreign

Based in San Francisco

The principal office where Thinkpanmure LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-249-2900 or by fax 415-772-9071. The normal business hours are 6am to 5pm on Monday - Friday. You can find more information about the New York firm at www.thinkequity.com.