Pantheon Ventures Inc.
- Regulatory AUM
- $11
- Discretionary
- $11
- Clients
- 10
- Avg AUM / client
- $1
- Accounts
- 10
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $11 | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Community Hospital Of The Monterey Peninsula Retirement Plan Community Hospital Of The Monterey Peninsula | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mc Andrews, Susan, Long | Director, President And Secretary | Feb 2007 (20y) | Less than 5% | |
| Zanger, Kara, Isabelle | Chief Legal Officer | Sep 2013 (13y) | Less than 5% | |
| Bailey, Robin, John | Chief Operating Officer | Jan 2015 (12y) | Less than 5% | |
| Buenneke, Brian, James | Director | Jan 2020 (7y) | Less than 5% | |
| Maines, Dean, Aaron | Chief Financial Officer | Jan 2023 (4y) | Less than 5% | |
| Leaf, Kathryn, Margaret | Director | May 2023 (3y) | Less than 5% | |
| Miller, Jeffrey, Grant | Director | May 2023 (3y) | Less than 5% | |
| Banks, Christopher, John | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amg New York Holdings Corp. | Shareholder | Dec 2016 | A | 75% or more |
| Affiliated Managers Group, Inc. | Corporate Parent | Dec 2000 | B | ≈ 56.25% – 100% via Amg New York Holdings Corp. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Affiliated Managers Group, Inc.: 75% – 100% of Amg New York Holdings Corp. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Community Hospital Of The Monterey Peninsula Retirement Plan | Community Hospital Of The Monterey Peninsula | 780 | $764M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗