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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-11-2004
- Office Locations
- 1
Office Locations
About Pantheon Investments
Pantheon Investment LLC (founded 1998) provides investment advice to sophisticated investors and has served as a consultant to multimillion-dollar family offices. The firm focuses on preserving capital while pursuing long-term growth and keeps a privacy-first approach with clients. Pantheon’s investment relationships extend to leading hedge funds worldwide, informing manager diligence and portfolio construction.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $1.5M between December 16, 2022 and January 5, 2023.
Across 5 reported observations, AUM decreased 99.4% between September 24, 2019 and January 5, 2023, from $229.4M to $1.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 2 clients, or 2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pantheon Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TAGUE ROBERT GOODHUE
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #1637481
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,039,630 | $744,481 |
| Non-Discretionary | $0 | -- |
| Total | $3,039,630 | $744,481 |
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Separately Managed Accounts
SMA allocation detail is available
Pantheon Investments has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.