A complete list of active advisors currently associated with Panthera Capital LLC

Warmer can help you find a great advisor at Panthera Capital LLC or one who fits your needs even better.

Panthera Capital LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individuals who meet “qualified client” or high‑net‑worth thresholds. Services center on managing tailored portfolios across equities, fixed income, ETFs and closed‑end funds, and assisting clients with monetizing concentrated equity positions. The firm’s investment approach combines fundamental, quantitative and technical analysis and employs two primary strategies: an equity long/short program with flexible net exposure and a position‑monetization program that uses covered‑call and collar overlays to provide liquidity and downside protection. Risk management is integrated into position sizing, hedging and periodic rebalancing, and the advisor may use derivatives (including options) within separately managed accounts as part of both hedging and yield‑management tactics. Compared with typical solo independent advisers, Panthera Capital is notable for entering into performance‑based fee arrangements (available only to qualified clients) and for its explicit use of derivatives in client accounts — both features that are uncommon among peers. The firm is small in scale (limited clients and assets under management), operates on a discretionary basis, and discloses a past administrative consent order with a state securities regulator relating to recordkeeping that was resolved by consent.

To learn more about the advisors currently working at Panthera Capital LLC, 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.