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Panorama Point Partners, LLC
SEC-regulated
Registered investment advisor
Panorama Point Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission, established in 2012. The firm specializes in managing private fund investment services, focusing on alternative investment strategies. Panorama serves as the investment adviser to various private funds, including the Panorama Point Partnership, LP, and Panorama Growth Partners II, LP. The firm's investment process involves disciplined research and valuation assessments to achieve long-term capital growth.
For private fund management services, Panorama charges a 2% annual management fee based on total assets or capital commitments. Additionally, the firm may receive performance-based fees ranging from 10% to 20% of profits. Panorama does not participate in wrap fee programs and fully discloses all material conflicts of interest.
Clients of Panorama include family offices, high net worth individuals, institutional clients, and charitable organizations. The firm offers investment consulting services on a fixed fee basis, with fees ranging from $0 to $10,000 per day. Panorama's Chief Compliance Officer ensures compliance with ethical standards and securities laws, emphasizing transparency and client interests.
Stephen George, the Managing Partner and Investment Adviser Representative, has a Bachelor of Arts from Cornell University and holds the Chartered Financial Analyst (CFA) designation. He has extensive experience in investment management and previously co-founded Capricorn Investment Group, LLC. Mr. George oversees the firm's operations, investment decisions, and compliance functions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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