Investment adviser · CRD 153450
PANORAMIC CAPITAL, LLC
Investment adviser filing (IA)
LARKSPUR, CA, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $299,600,000 | 100.0% |
Filing source
Form ADV 2070883 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PANORAMIC PARTNERS, L.P.Hedge Fund · Last reported Mar 18, 2026$253MGross asset value
Form D fundraising filings
Feeder funds
- WCM PANORAMIC HOLDINGS, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNER AMPER LLP
PCAOB 274
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
UBS SECURITIES LLC
SEC 8-22651
FAR HILLS GROUP, LLC.
CRD 32243 · SEC 8-45675
BTIG, LLC
CRD 122225 · SEC 8-65473
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-2017961079
- Reported beneficial owners
- 75
- Minimum commitment
- $250K
- Form D file number
- 021-104764
Form ADV 2070883 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PANORAMIC QUALIFIED PARTNERS, LPHedge Fund · Last reported Mar 18, 2026$46.2MGross asset value
Form D fundraising filings
Panoramic Qualified Partners, L.P.
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNER AMPER LLP
PCAOB 274
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
UBS SECURITIES LLC
SEC 8-22651
FAR HILLS GROUP, LLC.
CRD 32243 · SEC 8-45675
BTIG, LLC
CRD 122225 · SEC 8-65473
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-8347615183
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
- Form D file number
- 021-258229
Form ADV 2070883 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
900 LARKSPUR LANDING CIRCLE, SUITE #205LARKSPUR, CA, 94939, United States
CRD 153450
Filing source
Form ADV 2070883 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.