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Panoramic Capital Partners LLC

Panoramic Capital Partners LLC. CRD 331349

Panoramic Capital Partners LLC logo

CRD: 331349

Panoramic Capital Partners LLC

Lake Oswego, OR, 97035
5039377819
panoramiccp.com
$392.7M Total AUM
$392.7M Disc. AUM
-- 3Y CAGR
7 Employees
163 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Eagle matrixDelta ridge +more
Established Date
05-17-2024
Office Locations
3

Office Locations

4949 Meadows Road Suite 360 Lake Oswego OR
-- Atlanta GA
-- Missoula MT

About Panoramic Capital Partners LLC

Panoramic Capital Partners is an independent registered investment adviser in Lake Oswego, Oregon providing integrated wealth management and business advisory services. The team partners with entrepreneurs, families, and business owners on planning for prosperity and multigenerational legacy, acting as a fiduciary. They intentionally limit client relationships for high-touch service, with client access via a Panoramic portal and Schwab Alliance.

Team overview

56 AVG AGE
$65.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Harbor Vital matrix Optima Horizon Prime Beacon element Harbor fusion Ridge capital

Client Personas

Element Matrix alpha

Custodian

Summit Ember Oak eagle

Investment Themes

Frontier Harbor Prime vector Optima optima Catalyst

Investment Vehicles

Vector Radial Delta

Platform

Vector pioneer

Services

Vital wave Prime Vertex Quantum Radial Crest frontier Frontier Wave Frontier oak Vector Capital bridge

Technology

Timber ember Focus Glacier oak

Owner & Executives

ANDREW GEORGE ROUNSAVELLE CARTER

ANDREW GEORGE ROUNSAVELLE CARTER

Chief Compliance Officer, Chief Executive Officer, Founding Partner

CRD
#2189425
Ownership
Less than 5%
(221) 475-8041
zenith.glacier@deltacapital.com
in linkedin.com/in/value-prime

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Contacts

G

Grace Buchanan

--

CRD
#7954238
(627) 468-3462
alpha.pathway@matrixcapital.com
in linkedin.com/in/ridge-glacier
L

LISA M CASELLI

--

CRD
#5675187
(802) 740-5862
insight.bridge@elementcapital.com
in linkedin.com/in/crest-horizon
S

Summit catalyst

Summit fusion north

CRD
#50573
(653) 456-7948
bridge.peak@northcapital.com
in linkedin.com/in/alpha-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-13-2024
04-15-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $392,668,358 $551,501
Non-Discretionary $0 --
Total $392,668,358 $551,501

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Separately Managed Accounts

Total SMA Asset: $392,668,358

$392.7M Total SMA
Public Funds:
12.4%
Cash:
22.8%
Equity - Exchange:
24.4%
Private Funds:
19.4%
Municipal Bonds:
21.0%
Asset class Assets Assets %
Public Funds $215,584,837 12.4%
Cash $396,397,926 22.8%
Equity - Exchange $424,215,324 24.4%
Private Funds $337,285,955 19.4%
Municipal Bonds $365,103,353 21.0%
Total $1,738,587,395 100.0%

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