PANORAMIC CAPITAL, LLC
Adviser information for PANORAMIC CAPITAL, LLC last updated from Form ADV on March 28th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-120181 |
|---|---|
| SEC ERA File Number | 802-120181 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153450 |
| Legal Entity Identifier | None |
Principal Office
900 LARKSPUR LANDING CIRCLESUITE #205
LARKSPUR
CA
United States
Monday - Friday, 9AM - 2 PM
Tel: 415-925-9033, Fax: None
Chief Compliance Officer
WILLIAM HAZEN
MANAGER
900 LARKSPUR LANDING CIRCLE
LARKSPUR
CA
United States
Tel:
415-925-9033
B***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PANORAMIC OFFSHORE, LTD. | Hedge Fund | $8.6M | $0.3M | 6 |
| PANORAMIC PARTNERS, L.P. | Hedge Fund | $177.6M | $0.3M | 74 |
| PANORAMIC QUALIFIED PARTNERS, LP | Hedge Fund | $12.5M | $0.3M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAZEN, WILLIAM, ROBERT | Individual | – | MANAGER | 04/2010 | < 5% |
| THE RESTATED HAZEN FAMILY TRUST DATED FEBRUARY 1, 2013 | Domestic Entity | – | MEMBER | 06/2022 | > 75% |
| HAZEN, WILLIAM, ROBERT | Individual | THE RESTATED HAZEN FAMILY TRUST DATED FEBRUARY 1, 2013 | TRUSTEE | 02/2013 | |
| Hazen, Barbara | Individual | THE RESTATED HAZEN FAMILY TRUST DATED FEBRUARY 1, 2013 | TRUSTEE | 02/2013 |