SourcingSourcing

PANORAMIKA ADVISORS INC.

C33
CRD 172737·SEC 801-80278·MIAMI, FL
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PANORAMIKA ADVISORS INC.
CRD
172737
SEC file #
801-80278
EIN
—
DBA names
—

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'20'26
$386.5M → $1.05B▲ +172%
Client mix
Other22
Individuals High Net Worth4

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRUBMAN, SETH, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GRUBMAN, SETH, DANIEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

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
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
State Street4
E*trade4
Morgan Stanley3
Goldman Sachs2
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2811436
Trust Company Affiliate
No

People (1)

1
GRUBMAN, SETH, DANIEL
Direct Owner · 87.5%
2811436