# PANORAMIC CAPITAL PARTNERS LLC

PANORAMIC CAPITAL PARTNERS LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 331349
- Type: SEC-registered investment adviser
- SEC file number: 801-130301
- Location: 4949 MEADOWS ROAD, LAKE OSWEGO, OR, 97035
- Phone: 503-937-7819
- Latest filing: 2026-03-02
- Regulatory AUM: $392.7M
- Discretionary AUM: $392.7M
- Clients: 7
- Accounts: 712

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Andrew George Rounsavelle Carter | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER; CO-TRUSTEE | — |
| Julie B Carter | CO-TRUSTEE | — |
| Nicholas Jacob Hubert | MANAGING MEMBER | — |
| Taylor Carl Gentry | MANAGING MEMBER | — |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER | — |
| GENTRY TAYLOR CARL | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; FOUNDING PARTNER (+1 more) | — |
| CARTER ANDREW GEORGE ROUNSAVELLE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER; CO-TRUSTEE | — |
| CARTER JULIE B | CO-TRUSTEE | — |
| Hubert Nicholas Jacob | FOUNDING PARTNER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331349/similar
- Related entities: https://search.stillhousedata.com/firm/331349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.