PANORAMIC CAPITAL PARTNERS LLC
C48
CRD 331349·SEC 801-130301·LAKE OSWEGO, OR
AUM
$392.7M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 6 advisors
'25'26
3 advisors → 6 advisors▲ +100%
Branches
| Count | 2 |
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association
Compliance & brand
All other collected signals (21)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4949 MEADOWS ROADSUITE 360LAKE OSWEGO, OR 97035
Business
4949 MEADOWS ROADSUITE 360LAKE OSWEGO, OR 97035
Edgar Recent Filings
13F-HR2026-04-08 · 0001951757-26-000534
13F-HR2026-01-07 · 0001951757-26-000025
Fdic Zip Branches Raw
The Bank of NewportLake Oswego, OR
Washington Mutual, A FSBLake Oswegp, OR
Soi Zip Distribution
Stub 1
| AGI | 27,015 |
| Returns | 2,520 |
Stub 2
| AGI | 68,157 |
| Returns | 1,830 |
Stub 3
| AGI | 101,849 |
| Returns | 1,630 |