A complete list of active advisors currently associated with Pantheon Investments

Warmer can help you find a great advisor at Pantheon Investments or one who fits your needs even better.

Pantheon Investments, LLC provides advisory and consulting services exclusively to accredited investors (both individuals and entities), offering investment supervisory services on a discretionary or non‑discretionary basis and consulting on alternative investments such as hedge fund, private equity and venture capital partnerships. The firm’s advisory scope includes portfolio management across equity and fixed‑income accounts and advice on hedging strategies and thematic or sector ETFs. The firm combines fundamental, technical, cyclical, quantitative, qualitative and economic analysis and employs both long‑ and short‑term trading approaches, using exchange‑traded products (including inverse and hedging funds) when appropriate to client objectives and risk tolerances. Pantheon distributes periodic newsletters (typically quarterly, sometimes monthly) with market and economic commentary to advisory clients and reviews managed accounts at least quarterly; clients retain custody and may impose investment restrictions. Pantheon operates at a notably small scale for an independent adviser — roughly $3.2 million in discretionary assets under management and a single advisory client — yet it documents capacity to access complex alternative managers and to use incentive fee arrangements on a case‑by‑case basis (while noting current practice). The firm discloses a 2023 consent order with the state securities division related to registration filings, describes the matter as resolved, and maintains a written Code of Ethics and compliance procedures.

To learn more about the advisors currently working at Pantheon Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.