RIA Intelligence

PANORAMA POINT PARTNERS, LLC

CRD #165704 SEC #801-100497 OMAHA, NE 402-933-1280
SEC Registered Private Funds
Total AUM
$193.1M
Discretionary
$193.1M
Employees
11
Clients
--
Accounts
19

AUM Over Time

DateMay 2025
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees11
Clients1
DateApr 2023
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2023
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees11
Clients1
DateOct 2022
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees12
Clients3
DateAug 2022
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees12
Clients3
DateJun 2022
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees12
Clients3
DateApr 2022
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees12
Clients3
DateMar 2022
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees12
Clients3
DateJan 2022
Total AUM$390.2M
Discretionary$390.2M
Non-Disc.$0
Employees10
Clients1
DateNov 2021
Total AUM$390.2M
Discretionary$390.2M
Non-Disc.$0
Employees10
Clients1
DateMar 2021
Total AUM$390.2M
Discretionary$390.2M
Non-Disc.$0
Employees10
Clients1
DateNov 2020
Total AUM$331.6M
Discretionary$331.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2020
Total AUM$331.6M
Discretionary$331.6M
Non-Disc.$0
Employees10
Clients2
DateOct 2019
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees10
Clients2
DateMay 2019
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees10
Clients2
DateMar 2019
Total AUM$429M
Discretionary$429M
Non-Disc.$0
Employees10
Clients2
DateMay 2018
Total AUM$247.3M
Discretionary$247.3M
Non-Disc.$0
Employees6
Clients2
DateApr 2018
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees6
Clients2
DateMar 2018
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees6
Clients2
DateNov 2017
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees6
Clients11
DateDec 2016
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees8
Clients11
DateFeb 2016
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees8
Clients11
DateJul 2015
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees5
Clients1