# Pantile Investments

> Pantile Investments is a state-registered investment advisory firm in Boulder, CO, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 312696
- Filed as: PANTILE INVESTMENTS
- Legal name: Pantile Investments Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312696
- AdvisorCensus page: https://advisorcensus.com/firm/pantile-investments-boulder-co-312696

## Quick answers

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

**Where is Pantile Investments located?**
Pantile Investments' principal office is in Boulder, CO, according to its Form ADV.

**Is Pantile Investments registered with the SEC or a state?**
Pantile Investments is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312696.

**How much does Pantile Investments manage?**
Pantile Investments reports $1,891,215 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**What types of clients does Pantile Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (2).

**Does Pantile Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312696

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,891,215
- Discretionary: $1,891,215
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,568,629 |
| High net worth individuals | 2 | $322,586 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pantileinvestments.com
- LinkedIn @pantile-investments
- YouTube @PantileInvestments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pantile Investments (CRD 312696): Form ADV filing data as of October 2026.