Panoramika Advisors Inc. (Miami)

Panoramika Advisors Inc. is a large advisory firm based in Miami. It manages $386.49 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

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

Panoramika Advisors: assets under management

The assets under management (AUM) of Panoramika Advisors Inc. is $386.49 million. $386.49 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in investment and business development companies the most. They account for 45% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 17% of the firm’s portfolio. Investments in investment grade corporate bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Panoramika Advisors Inc. for their services and products based on a percentage of assets under management. 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.

What kind of clients Seth Daniel Grubman serves?

The only and largest group of clients of Seth Daniel Grubman is high net worth individuals with 2 clients and $5.1 million of assets under management. Among the 11 most similar advisory firms, Panoramika Advisors has the 2nd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $5.1 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Panoramika Advisors doesn't advise any private funds.

Careers at Panoramika Advisors Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seth Daniel Grubman	Managing partner/president/cco	1 Aug 2014	75% - 100%	2811436

Based in Miami

The principal office where Panoramika Advisors Inc. performs its advisory services is located at 201 S. Biscayne Blvd, Miami, FL 33131, 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 305-913-7569 or by fax 305-913-7569. The normal business hours are 9am to 5pm on Monday - Friday.