PANORAMIC CAPITAL PARTNERS LLC
CRD #331349 SEC #801-130301 LAKE OSWEGO, OR 503-937-7819
SEC Registered
Total AUM
$317M
Discretionary
$317M
Employees
5
Clients
0
Accounts
673
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $317M | $317M | $0 | 5 | 0 |
| Mar 2025 | $317M | $317M | $0 | 5 | 0 |
| Sep 2024 | $263.2M | $263.2M | $0 | 4 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Aug 2024 | $0 | $0 | $0 | 5 | 0 |
| Jun 2024 | $0 | $0 | $0 | 5 | 0 |
| May 2024 | $0 | $0 | $0 | 5 | 0 |
| May 2024 | $0 | $0 | $0 | 5 | 0 |
| May 2024 | $0 | $0 | $0 | 5 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0