Panorama Point Partners, LLC is a large advisory firm based in Omaha. It manages $262.12 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado and Nebraska.
Panorama Point Partners provides portfolio management for pooled investment vehicles and portfolio management for single purpose investment - limited liability companies; advisory and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Panorama Point Partners, LLC is $262.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 138% since the beginning of its operation, and $97.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Panorama Point Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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.
The only and largest group of clients of Panorama Point Partners is pooled investment vehicles with 18 clients and $262.12 million of assets under management. Among the 9 most similar advisory firms, Panorama Point Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $262.12 million for 18 clients. 20% of the firm’s clients are foreign persons or businesses.
Panorama Point Partners also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Panorama Point Partners, LLC performs its advisory services is located at 13030 Pierce Street, Omaha, NE 68144, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-933-1223 or by fax 402-933-1294. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at panoramapoint.com.