Panorama Point Partners, LLC (Omaha)

Name: Panorama Point Partners, LLC
Address: 13030 Pierce Street, Omaha, NE, 68144
Telephone: 402-933-1223

Panorama Point Partners, LLC is a large advisory firm based in Omaha. It manages $262.12 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado and Nebraska.

Panorama Point Partners provides portfolio management for pooled investment vehicles and portfolio management for single purpose investment - limited liability companies; advisory and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Panorama Point Partners: assets under management

The assets under management (AUM) of Panorama Point Partners, LLC is $262.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 138% since the beginning of its operation, and $97.91 million of the total AUM is attributable to clients outside of the United States.

The firm manages $262.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.56 million each.

Panorama Point Partners has custody of $167.06 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Panorama Point Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Panorama Point Partners serves?

The only and largest group of clients of Panorama Point Partners is pooled investment vehicles with 18 clients and $262.12 million of assets under management. Among the 9 most similar advisory firms, Panorama Point Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $262.12 million for 18 clients. 20% of the firm’s clients are foreign persons or businesses.

Panorama Point Partners also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Panorama Point Partners, LLC

The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clarence Lloyd Castner	Member	1 Oct 2012	25% - 50%	6133212
Stephen Joseph George	Member, manager, managing partner and chief compliance officer	1 Feb 2013	50% - 75%	2275480
Christoph Paul Henkel	Member	1 Nov 2013	Other	6469396

Based in Omaha

The principal office where Panorama Point Partners, LLC performs its advisory services is located at 13030 Pierce Street, Omaha, NE 68144, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-933-1223 or by fax 402-933-1294. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at panoramapoint.com.