PANORAMA POINT PARTNERS, LLC
Adviser information for PANORAMA POINT PARTNERS, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $216.4M |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $216.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 19 | $216.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 11 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO MANAGEMENT FOR SINGLE PURPOSE INVESTMENT - LIMITED LIABILITY COMPANIES; ADVISORY AND CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | MANAGING MEMBER OF POOLED INVESTMENT VEHICLES |
Identifiers
| SEC RIA File Number | 801-100497 |
|---|---|
| SEC ERA File Number | 801-100497 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165704 |
| Legal Entity Identifier | None |
Principal Office
13030 PIERCE STREETSUITE 310
OMAHA
NE
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 402-933-1280, Fax: 402-933-1294
Websites
Chief Compliance Officer
STEPHEN GEORGE
MANAGER, MANAGING PARTNER
13030 PIERCE STREET
SUITE 310
OMAHA
NE
United States
Tel:
402-933-1223
Fax:
402-933-1294
S******@****************M
(Full email address available in API data)
Regulatory Contact
BRIAN RADERMACHER
CHIEF FINANCIAL OFFICER AND FUND ADMINISTRATOR-PRIVATE FUNDS
13030 PIERCE STREET
SUITE 310
OMAHA
NE
United States
Tel:
402-680-3846
B****@****************M
(Full email address available in API data)
Industry Affiliates
| INTERALPEN PARTNERS (GP), LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTERALPEN PARTNERS, LLC | Other investment adviser, including financial planners |
| PANORAMA POINT PARTNERS GP II (CAYMAN), LP | Sponsor, GP, manager of pooled investment vehicles |
| PANORAMA POINT PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PANORAMA POINT PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RADERMACHER, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HARVEST PANORAMA A LLC | Private Equity Fund | $5.1M | $0.0M | 8 |
| HARVEST PANORAMA A-1, LLC | Private Equity Fund | $10.1M | $0.0M | 3 |
| KLARNA 2022 HOLDINGS, LLC | Private Equity Fund | $1.9M | $0.0M | 8 |
| PANORAMA CO-INVESTMENT (ALTERRA FEEDER), LLC | Private Equity Fund | $2.1M | $0.0M | 2 |
| PANORAMA CO-INVESTMENT (ALTERRA II), LLC | Private Equity Fund | $2.3M | $0.0M | 12 |
| PANORAMA CO-INVESTMENT (ALTERRA), LLC | Private Equity Fund | $11.0M | $0.0M | 29 |
| PANORAMA CO-INVESTMENT (HZO II), LLC | Private Equity Fund | $0.0M | $0.0M | 16 |
| PANORAMA CO-INVESTMENT (HZO) III, LLC | Private Equity Fund | $0.3M | $0.0M | 7 |
| PANORAMA CO-INVESTMENT (HZO), LLC | Private Equity Fund | $0.1M | $0.3M | 18 |
| PANORAMA CO-INVESTMENT (NERIO), LP | Private Equity Fund | $2.3M | $0.3M | 10 |
| PANORAMA EQUIDATE CO-INVESTMENT, LLC | Private Equity Fund | $2.8M | $0.0M | 19 |
| PANORAMA GROWTH PARTNERS II (CAYMAN), LP | Private Equity Fund | $72.2M | $5.0M | 29 |
| PANORAMA GROWTH PARTNERS II, LP | Private Equity Fund | $120.8M | $5.0M | 46 |
| PANORAMA LIQID CO-INVESTMENT, LLC | Private Equity Fund | $2.6M | $0.0M | 12 |
| PANORAMA POINT OFFSHORE (FEEDER), LTD. | Private Equity Fund | $4.4M | $5.0M | 4 |
| PANORAMA ROBUR CO-INVESTMENT, LLC | Private Equity Fund | $1.9M | $0.0M | 6 |
| PANORAMA-LIQID 2021 CO-INVESTMENT, LLC | Private Equity Fund | $5.2M | $0.0M | 18 |
| SERIES C (PRIVATE EQUITY) SERIES INTERESTS OF THE PANORAMA GROWTH PARTNERS (FLEX), LP | Private Equity Fund | $34.3M | $5.0M | 52 |
| SERIES D (INNOVATIVE GROWTH) SERIES INTEREST OF THE PANORAMA GROWTH PARTNERS (FLEX), LP | Private Equity Fund | $15.6M | $5.0M | 52 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HENKEL, CHRISTOPH, PAUL | Individual | – | MEMBER | 11/2013 | 5-10% |
| GEORGE, STEPHEN, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGER, AND MANAGING PARTNER | 02/2013 | > 75% |
| RADERMACHER, BRIAN, SCOTT | Individual | – | CHIEF FINANCIAL OFFICER | 10/2014 | < 5% |