Panoramic Capital, Llc
- Regulatory AUM
- $300M
- Discretionary
- $300M
- Clients
- 4
- Avg AUM / client
- $74.9M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $300M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $232M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Panoramic Partners, L.P. master | Hedge Fund | Delaware | $200M | 74 |
| Panoramic Qualified Partners, Lp master | Hedge Fund | Delaware | $14.3M | 1 |
| Panoramic Offshore, Ltd. feeder | Hedge Fund | Cayman Islands | $10.4M | 6 |
| Wcm Panoramic Holdings, L.P. feeder | Hedge Fund | Delaware | $7.9M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hazen, William, Robert | Trustee | Apr 2010 (16y) | Less than 5% | |
| Hazen, Barbara, Loreen | Trustee | Feb 2013 (14y) | GP / trustee / elected manager of The Restated Hazen Family Trust Dated February 1, 2013 (indirect) | |
| Chou, Irene, Lan | Cco/Cfo | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Restated Hazen Family Trust Dated February 1, 2013 | Member | Jun 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (4, $232M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Panoramic Partners, L.P. | Hedge Fund | $200M | $250K | 74 |
| Panoramic Qualified Partners, Lp | Hedge Fund | $14.3M | $250K | 1 |
| Panoramic Offshore, Ltd. | Hedge Fund | $10.4M | $250K | 6 |
| Wcm Panoramic Holdings, L.P. | Hedge Fund | $7.9M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.41 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗