Panoramic Capital Partners Llc
- Regulatory AUM
- $393M
- Discretionary
- $393M
- Clients
- 159
- Avg AUM / client
- $2.5M
- Accounts
- 712
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $30.8M | 7.85% |
| High net worth individuals | 101 | $355M | 90.4% |
| Charitable organizations | Fewer than 5 clients | $6.2M | 1.57% |
| Corporations and other businesses | Fewer than 5 clients | $632K | 0.16% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew George Rounsavelle Carter | Co Trustee | May 2024 (2y) | Less than 5% | |
| Carter, Julie, B | Co Trustee | May 2024 (2y) | GP / trustee / elected manager of Carter Living Trust (indirect) | |
| Nicholas Jacob Hubert | Managing Member | May 2024 (2y) | GP / trustee / elected manager of Panoramic Capital Partners Holdings Llc (indirect) | |
| Taylor Carl Gentry | Managing Member | May 2024 (2y) | GP / trustee / elected manager of Panoramic Capital Partners Holdings Llc (indirect) | |
| Grace Buchanan | Registered representative | Aug 2025 (1y) | ||
| Lisa M Caselli | Registered representative | Dec 2025 (1y) | ||
| Catherine A Groff | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Panoramic Capital Partners Holdings Llc | Managing Member | May 2024 | A | 75% or more |
| Carter Living Trust | Managing Member | May 2024 | B | ≈ 37.5% – 75% via Panoramic Capital Partners Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carter Living Trust: 50% – 75% of Panoramic Capital Partners Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 918 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $389M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗