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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 $71,532,004,176 assets under management, offering retirement planning & investment advisory services to 115 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 | $71,532,004,176 |
| No. of Clients | 115 |
| No. of Advisors | 110 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 115 | $71,532,004,176 |
| Pension and profit sharing plans | 3 | $18,580,060,267 |
| Charitable organizations | 1 | $12,495,441,969 |
| Corporations or other businesses | 1 | $10,656,243 |
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