SourcingSourcing

PANORAMA PARTNERS, LLC

C23
CRD 165643·SEC 802-77217·NEW YORK, NY
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PANORAMA PARTNERS, LLC
CRD
165643
SEC file #
802-77217
EIN
000000000
DBA names
Panorama Partners Gp, Llc (relying Exempt Reporting Adviser)Panorama Partners, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Owner Count
0

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
549
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001592374
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2013-12-05
Edgar Last Filing Date
2015-12-04
Edgar Form D Count
3
Edgar Form D Offerings
2015-12-042015-12-04 · 0001592374-15-000001
2014-12-042014-12-04 · 0001592374-14-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank1
Edgar Addresses
Mailing
C/O PANORAMA PARTNERS, LLC750 LEXINGTON AVENUE, 18TH FLOORNEW YORK, NY 10022
Business
C/O PANORAMA PARTNERS, LLC750 LEXINGTON AVENUE, 18TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2015-12-04 · 0001592374-15-000001
D/A2014-12-04 · 0001592374-14-000002