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PANTHEON
555 California Street
Suite 3450
San Francisco, California 94104
Tel: 415-249-6200
About PANTHEON
PANTHEON, formally registered with the SEC as PANTHEON. The firm was established in 04/28/2010. They have over 4 offices throughout the country.
PANTHEON is a San Francisco, California based Financial Planning firm with nearly $54,085,991,054 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 110 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153425 |
| SEC# | 801-71327 |
| Assets Managed by Firm | $54,085,991,054 |
| No. of Clients | 104 |
| No. of Advisors | 110 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 104 | $54,085,991,054 |
| Pension and profit sharing plans | $9,977,495,969 | |
| Charitable organizations | Fewer than 5 clients | $7,361,038,282 |
| Corporations or other businesses | Fewer than 5 clients | $6,904,040 |
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