$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 06-11-2004
- Office Locations
- 1
Office Locations
735 Broad Street Suite 709-6 Chattanooga TN
About Pantheon Investment LLC
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.
Team overview
59 AVG AGE
$3.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Accredited Investors
Bridge oak
Asset Classes
Momentum Eagle focus Ember Focus pathway Fusion Unison value Glacier North momentum Ember signal
Custodian
Unison Legacy Meridian oak
Investment Themes
Alpha
Investment Vehicles
Radial atlas
Services
Alpha atlas Unison Oak Optima quantum
Technology
Pioneer
Owner & Executives
TAGUE ROBERT GOODHUE
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #1637481
- Ownership
- 75% or more
(893) 695-1533
peak.value@horizoncapital.com
in linkedin.com/in/oak-wave
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $3,039,630
Equity - Exchange:
56.0% Cash:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,997,297,238 | 56.0% |
| Cash | $3,926,447,830 | 44.0% |
| Total | $8,923,745,068 | 100.0% |