{
  "crd_number": 172737,
  "slug": "panoramika-advisors-inc-miami-fl-172737",
  "primary_business_name": "PANORAMIKA ADVISORS INC.",
  "legal_name": "PANORAMIKA ADVISORS INC.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-09-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 1050304871.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 1050304871.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1014746496.0,
      "count": 22,
      "description": "PRIVATE INVESTMENT CORPORATIONS (PICS)"
    },
    "high_net_worth_individuals": {
      "raum": 35558375.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172737",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737",
  "display_name": "Panoramika Advisors Inc.",
  "summary": "Panoramika Advisors Inc. is an SEC-registered investment advisory firm in Miami, FL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Panoramika Advisors Inc. (CRD 172737): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Panoramika Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Panoramika Advisors Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Panoramika Advisors Inc. located?",
      "a": "Panoramika Advisors Inc.'s principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Panoramika Advisors Inc. registered with the SEC or a state?",
      "a": "Panoramika Advisors Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172737."
    },
    {
      "q": "How much does Panoramika Advisors Inc. manage?",
      "a": "Panoramika Advisors Inc. reports $1,050,304,871 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary)."
    },
    {
      "q": "How have Panoramika Advisors Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Panoramika Advisors Inc.: Regulatory assets under management: $809,318,956 in the October 2021 data and $1,050,304,871 in the October 2026 data, up 30%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Panoramika Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (22); high net worth individuals (4)."
    },
    {
      "q": "Which custodians does Panoramika Advisors Inc. use?",
      "a": "Panoramika Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs International, J.P. Morgan Securities LLC, Morgan Stanley and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Panoramika Advisors Inc. report any disciplinary disclosures?",
      "a": "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/172737"
    },
    {
      "q": "What changed in Panoramika Advisors Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $947,301,418 to $1,050,304,871 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 809318956.0,
      "total_employees": 2,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 852605391.0,
      "total_employees": 2,
      "filing_date": "2022-02-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 734326006.0,
      "total_employees": 2,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 839222058.0,
      "total_employees": 2,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 947301418.0,
      "total_employees": 2,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1050304871.0,
      "total_employees": 2,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $947,301,418 to $1,050,304,871 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs International",
      "name_as_filed": "GOLDMAN SACHS INTERNATIONAL",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 35558375.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 22,
      "fewer_than_5": false,
      "raum": 1014746496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172737",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}