# Panoramic Capital Partners LLC

> Panoramic Capital Partners LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 331349
- Filed as: PANORAMIC CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331349
- AdvisorCensus page: https://advisorcensus.com/firm/panoramic-capital-partners-llc-lake-oswego-or-331349

## Quick answers

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

**How much does Panoramic Capital Partners LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Flat fee: up to $75,000 (financial planning and consulting services); Subscription: $3,000 a month (financial planning and consulting services); Flat fee: up to $100,000 (business planning and consulting services); Subscription: $12,000 a month (business planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Panoramic Capital Partners LLC located?**
Panoramic Capital Partners LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Panoramic Capital Partners LLC registered with the SEC or a state?**
Panoramic Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331349.

**How much does Panoramic Capital Partners LLC manage?**
Panoramic Capital Partners LLC reports $392,668,358 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Panoramic Capital Partners LLC's assets and staff changed since 2024?**
In the Form ADV data for Panoramic Capital Partners LLC: Regulatory assets under management: $263,209,243 in the October 2024 data and $392,668,358 in the October 2026 data, up 49%. Total employees: 4 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Panoramic Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (101); individuals (other than high net worth individuals) (58).

**Which custodians does Panoramic Capital Partners LLC use?**
Panoramic Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Panoramic Capital 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/331349

**What changed in Panoramic Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Flat fee: up to $75,000 (financial planning and consulting services)

> Our firm charges on a flat or recurring fee basis for financial planning and consulting services. ... Flat fees will not exceed $75,000.

- Subscription: $3,000 a month (financial planning and consulting services)

> Flat fees will not exceed $75,000. The recurring fee to be charged shall not exceed $3,000 per month.

- Flat fee: up to $100,000 (business planning and consulting services)

> Our firm charges on a flat or recurring fee basis for business planning and consulting services. ... Flat fees will not exceed $ 100,000.

- Subscription: $12,000 a month (business planning and consulting services)

> Flat fees will not exceed $ 100,000. The recurring fee to be charged shall not exceed $12,000 per month.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $392,668,358
- Discretionary: $392,668,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $30,842,274 |
| High net worth individuals | 101 | $355,034,604 |
| Charitable organizations | Fewer than 5 | $6,159,865 |
| Corporations or other businesses not listed above | Fewer than 5 | $631,615 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- panoramiccp.com
- LinkedIn @panoramic-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $263,209,243 | 4 | September 13, 2024 |
| October 2025 | $317,010,588 | 5 | April 15, 2025 |
| October 2026 | $392,668,358 | 7 | March 2, 2026 |

Regulatory assets under management: $263,209,243 in the October 2024 data and $392,668,358 in the October 2026 data, up 49%.
Total employees: 4 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in GA.

### March 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $317,010,588 to $392,668,358 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Panoramic Capital Partners LLC (CRD 331349): Form ADV filing data as of October 2026.