PANORAMIKA ADVISORS INC.

Adviser information for PANORAMIKA ADVISORS INC. last updated from Form ADV on March 5th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 0 $0
Non-Discretionary 164 $839.2M
Total 164 $839.2M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 4 $14.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
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 22 $824.8M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 89

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-80278
SEC ERA File Number 801-80278
SEC CIK Numbers None
SEC CRD Numbers 172737
Legal Entity Identifier None

Principal Office

201 S. BISCAYNE BLVD
28TH FLOOR
MIAMI
FL
United States
Monday - Friday, 9AM TO 5PM
Tel: 305-913-7569, Fax: 305-913-7569

Chief Compliance Officer

SETH GRUBMAN
PRESIDENT
201 S. BISCAYNE BLVD
28TH FLOOR
MIAMI
FL
United States
Tel: 305-913-7569
(Full email address available in API data)

Regulatory Contact

ANAIS COMPANIONI
VICE PRESIDENT
201 S. BISCAYNE BLVD
28TH FLOOR
MIAMI
FL
United States
Tel: 305-913-7569
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GRUBMAN, SETH, DANIEL Individual PRESIDENT/CCO 08/2014 > 75%

No. Employees, Historic

10502020202120222023202420252 on 2/17/20202 on 6/17/20202 on 3/9/20212 on 2/3/20222 on 2/6/20232 on 3/5/2024

RAUM, Historic

900M450M0202020212022202320242025694445345 on 2/17/2020694445345 on 6/17/2020809318956 on 3/9/2021852605391 on 2/3/2022734326006 on 2/6/2023839222058 on 3/5/2024

No. Clients, Historic

3015020202021202220232024202526 on 2/17/202026 on 6/17/202028 on 3/9/202125 on 2/3/202224 on 2/6/202326 on 3/5/2024