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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| GENTRY, TAYLOR, CARL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GENTRY, TAYLOR, CARL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GENTRY, TAYLOR, CARL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| YASTE, TAELIM, HARRISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CARTER LIVING TRUST | DE | FOUNDING PARTNER | D | Control |
| GENTRY, TAYLOR, CARL | I | FOUNDING PARTNER | B | Control |
| Hubert, Nicholas, Jacob | I | FOUNDING PARTNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, ANDREW, GEORGE ROUNSAVELLE | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| CARTER, JULIE, B | I | CARTER LIVING TRUST | F | Control |
| GENTRY, TAYLOR, CARL | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| GENTRY, TAYLOR, CARL | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| GENTRY, TAYLOR, CARL | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| GENTRY, TAYLOR, CARL | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| GENTRY, TAYLOR, CARL | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| Hubert, Nicholas, Jacob | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| Hubert, Nicholas, Jacob | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| Hubert, Nicholas, Jacob | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| Hubert, Nicholas, Jacob | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| Hubert, Nicholas, Jacob | I | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | F | Control |
| CARTER LIVING TRUST | DE | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | D | Control |
| CARTER LIVING TRUST | DE | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | D | Control |
| CARTER LIVING TRUST | DE | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | D | Control |
| CARTER LIVING TRUST | DE | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | D | Control |
| CARTER LIVING TRUST | DE | PANORAMIC CAPITAL PARTNERS HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Apr 15, 2025 REGISTERED
Notice Filings (5)
CA MT OR TX WA
Address
4949 SW MEADOWS ROADSUITE 360
LAKE OSWEGO, OR 97035
United States
Phone: 503-937-7819