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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$299,600,000100.0%
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 funds

The 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

Panoramic Partners LP

Feeder funds

  • WCM PANORAMIC HOLDINGS, L.P.
Fund administrator HC GLOBAL FUND SERVICES LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNER AMPER LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer FAR HILLS GROUP, LLC. NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Prime broker UBS SECURITIES LLC NEW YORK, New York, United States
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

Fund administrator HC GLOBAL FUND SERVICES LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNER AMPER LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer FAR HILLS GROUP, LLC. NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Prime broker UBS SECURITIES LLC NEW YORK, New York, United States
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 #205
LARKSPUR, 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.