Panamera Capital, LLC (Los Angeles)

Name: Panamera Capital, LLC
Address: 515 South Flower Street, Los Angeles, CA, 90071
Telephone: 310-691-5400

Panamera Capital, LLC is an adviser based in Los Angeles. It manages $2.25 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Panamera Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Panamera Capital: assets under management

The assets under management (AUM) of Panamera Capital, LLC is $2.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Panamera Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Panamera Capital, LLC performs its advisory services is located at 515 South Flower Street, Los Angeles, CA 90071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-691-5400 or by fax 310-388-0330. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.panameracapital.com.

Panamera Capital, LLC (Los Angeles)

Panamera Capital: assets under management

Fees & Commissions

Based in Los Angeles

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