PANORAMIC CAPITAL PARTNERS LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 331349). Regulatory assets under management: $392.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| 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 | — |