Panoramika Advisors Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $0
- Clients
- 26
- Avg AUM / client
- $40.4M
- Accounts
- 183
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $35.6M | 3.39% |
| Other | 22 | $1.0B | 96.6% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grubman, Seth, Daniel | President/Cco | Aug 2014 (12y) | 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 898 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $373M (36% of AUM) Feb 2026
- Morgan Stanley $194M (18% of AUM) Feb 2026
- J.P. Morgan $186M (18% of AUM) Feb 2026
- Goldman Sachs $139M (13% of AUM) Feb 2026
- Santander Investment Securities Inc. $41.2M (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗