Pantera Capital Management LP (San Francisco)


Pantera Capital Management LP is a large advisory firm based in San Francisco. It manages $328 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Pantera Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pantera Capital Management: assets under management

The assets under management (AUM) of Pantera Capital Management LP is $328 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $328 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pantera Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pantera Capital Management LP

John Herr joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Daniel Wayne Morehead Chief executive officer 1 Jan 2004 75% - 100% 1880632
Pantera Gp Llc General partner 1 Jan 2004 Other 80-0092297
Mike Tremmel Chief financial officer/cco 1 Sep 2005 Other 5068518
Kevin Christopher Lynch Chief operating officer/chief compliance officer 1 Jan 2008 Other 5129313
John Herr Chief compliance officer 1 Jul 2008 Other 5562076

Based in San Francisco

The principal office where Pantera Capital Management LP performs its advisory services is located at Four Embarcadero Center, 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 415-869-6600 or by fax 415-869-6610. The normal business hours are 6:00 am to 5:00 pm on Monday - Friday.