Pantheon Investment LLC

Pantheon Investments, LLC is an investment adviser based in Chattanooga, TN, established in 1999 by Tague R. Goodhue, CFA, who owns 100% of the firm. The firm offers investment supervisory services, providing continuous advice based on individual objectives, risk tolerance, and liquidity needs, managing accounts on a discretionary or non-discretionary basis. Investment recommendations cover various alternatives, including hedge fund partnerships, private equity partnerships, and exchange-listed securities. Fees for investment supervisory services range from 0.75% to 1.00% for equity accounts and 0.15% to 0.40% for fixed income accounts. Pantheon may charge an account management fee not exceeding 2.0% annually and may apply incentive fees based on net profits. The firm does not pay referral fees and does not vote proxies on behalf of clients. Clients have discretion over their investments, and Pantheon does not have custody of client accounts. Tague R. Goodhue, the Managing Partner, holds a CFA designation and has an extensive background in the financial industry. Pantheon was sanctioned by the State of Tennessee for regulatory infractions in 2023, which have been resolved. Goodhue also acts as a consultant to KB Technologies.