# Panorama Point Partners, LLC

> Panorama Point Partners, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 165704
- Filed as: PANORAMA POINT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165704
- AdvisorCensus page: https://advisorcensus.com/firm/panorama-point-partners-llc-omaha-ne-165704

## Quick answers

**How is Panorama Point Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Panorama Point Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Panorama Point Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Panorama Point Partners, LLC located?**
Panorama Point Partners, LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Panorama Point Partners, LLC registered with the SEC or a state?**
Panorama Point Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165704.

**How much does Panorama Point Partners, LLC manage?**
Panorama Point Partners, LLC reports $178,099,273 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Panorama Point Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Panorama Point Partners, LLC: Regulatory assets under management: $390,199,555 in the October 2021 data and $178,099,273 in the October 2026 data, down 54%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Panorama Point Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Panorama Point Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165704

**What changed in Panorama Point Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 2% of assets a year

> The fee is generally 2% per year on capital commitments during the investment period of the Private Fund, and thereafter, 2% per year on the lower of cost or market value of the investments then held by the Private Fund.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $178,099,273
- Discretionary: $178,099,273
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $178,099,273 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NE, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- panoramapoint.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,199,555 | 10 | March 19, 2021 |
| October 2022 | $489,845,421 | 12 | August 4, 2022 |
| October 2023 | $256,275,367 | 11 | July 14, 2023 |
| October 2024 | $216,378,100 | 11 | May 13, 2024 |
| October 2025 | $193,149,033 | 11 | May 20, 2025 |
| October 2026 | $178,099,273 | 11 | March 17, 2026 |

Regulatory assets under management: $390,199,555 in the October 2021 data and $178,099,273 in the October 2026 data, down 54%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Panorama Point Partners, LLC (CRD 165704): Form ADV filing data as of October 2026.