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Adviser Profile

As of Date 05/13/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 8 14.29%
Registration Nebraska, Terminated, 07/31/2015
Other registrations (1)
AUM* 216,378,100 -15.57%
of that, discretionary 216,378,100 -15.57%
Private Fund GAV* 220,728,826 -36.46%
Avg Account Size 11,388,321 -15.57%
SMA’s No
Private Funds 19
Contact Info 402 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
490M 420M 350M 280M 210M 140M 70M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count19 GAV$220,728,826

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Brochure Summary

Overview

Overview of Panorama Panorama is an investment adviser registered with the U.S. Securities and Exchange Commission. The company is a limited liability company formed under the laws of the State of Delaware. The firm was formed in 2012.  Stephen George is an Investment Adviser Representative, Member, Manager, and Managing Partner of Panorama. He owns a controlling interest in Panorama.  Panorama was formed in October 2012 and was registered as an investment adviser in December 2012.  Panorama has fully disclosed all material conflicts of interest regarding Panorama, our representatives or any of our employees that could reasonably be expected to impair the rendering of unbiased and objective advice.  We do not participate in wrap fee programs.  Panorama has $216,378,100 of assets under management to report as of December 31, 2023. The entire portion is managed on a discretionary basis. Description of Private Fund Investment Management Services The following are descriptions of our private fund investment management services. A written agreement, which details the exact terms of the service, must be signed by each client and Panorama before we can provide the services described below. Panorama serves as investment adviser to properly exempt-from-registration, pooled investment vehicles and special purpose investment vehicles. We refer to such pooled and special purpose investment vehicles, including the Panorama Point Partnership, LP, a Delaware Series limited partnership (which has been renamed Panorama Growth Partners (Flex), LP), Panorama Growth Partners II, LP, a Delaware limited partnership (together the “Delaware Partnerships”), and Panorama Point Offshore (Feeder), Ltd., a Cayman Islands exempted company, and Panorama Growth Partners II (Cayman), LP, a Cayman Islands limited partnership (together the “Cayman Feeders”), as “Private Funds” throughout this Brochure. We focus on alternative investment strategies which generally include investments other than publicly traded stocks, bonds and municipal securities. For purposes of this Form ADV Brochure, the term Private Fund has been defined by regulators to mean “an issuer that would be an investment company as defined in section 3 of the Investment Company Act of 1940 but for section 3(c)(1) or 3(c)(7) of that Act.” It is anticipated that the offer and sale of interests in the Private Funds will also be exempt from registration under the Securities Act of 1933 and similar state laws. Either Panorama or another company affiliated with Panorama will serve as the sponsor, general partner and/or managing member of the Private Funds. Thus, Panorama will not be independent of the Private Funds. See also Item 10 – Other Financial Industry Activities and Affiliations, Item PANORAMA POINT PARTNERS, LLC | Form ADV Part 2A Disclosure Brochure 5 11 – Participation in Client Transactions and Personal Trading and Item 16 – Custody of this Disclosure Brochure for more information. Investors in the Private Funds will be required to execute a subscription agreement in order to subscribe for interests in the Private Fund and will receive a Confidential Private Placement Memorandum, together with applicable Supplements (the “PPM”) or similar documents/disclosures. Overview and Types of Investments Our services can best be described as managing Private Funds that are established to invest in private equity alternative investment programs to achieve attractive long-term capital growth. The types of investments
we recommended to Private Funds will depend on the investment program of the Private Fund, or the applicable series within a Private Fund, which will be set forth in the applicable PPM (or similar documents/disclosures). As of the date of this Brochure we evaluate and advise on investments of the following types:  Private Equity The Private Funds we manage will make investments directly in these investment programs and/or indirectly through vehicles whereby we collaborate with other investors. We identify and screen potential investments, conduct due diligence on investment opportunities, negotiate and fund investments, manage and monitor the performance of our investments on an on-going basis and eventually sell our investments. As investment adviser, Panorama has the responsibility for managing the investment portfolios of the Private Funds pursuant to the investment objectives and investment policies of each Private Fund and has discretionary authority for establishing and implementing each Private Fund’s investment objectives and policies. (See Item 15 – Investment Discretion for more information). Panorama tailors its advisory services to the requirements of each of the Private Funds it manages, as set forth in the PPM or the investment mandate in the relevant investment management agreement. Description of Investment Consulting Services On occasion and on a limited basis, Panorama or specific employees of Panorama provide investment consulting services to certain clients that are usually investors in one or more of our Private Funds. Services are generally in the form of one-time projects and on-going projects, as determined by Panorama and the client. When providing consulting services, our role is typically focused on ways to help our clients strategically with capital allocation and private equity investments. Topics (or areas of focus) covered as part of our consulting services can include one or more of the following:  Investment Allocation  Private Equity Business Valuation and Consulting  Other Areas Agreed to by Panorama and the client PANORAMA POINT PARTNERS, LLC | Form ADV Part 2A Disclosure Brochure 6 As part of our overall consulting services, we will provide advice on accounts not managed or maintained by our firm. These are accounts in which Panorama is not listed as “Investment Advisor” of record and therefore we do not have discretionary trading authority on the account. There can be no assurance that a particular investment opportunity that comes to our attention will be allocated in any particular manner. If we obtain material, non-public information about a security or its issuer that we may not lawfully use or disclose, we have no obligation to disclose the information to any client or use it for any client’s benefit. Types of Investments When providing Consulting Services, Panorama provides investment advice on the following types of investments:  Mutual Funds  Exchange-listed Securities  Securities Traded Over-the-Counter  Foreign Issues  Corporate Debt Securities  Commercial Paper  Certificates of Deposit  Municipal Securities  US Government Securities  Options Contracts on Securities  Interests in Partnerships Investing in Privately-traded Alternatives Although we generally provide advice only on the products previously listed, we reserve the right to offer advice on any investment product that may be suitable for each client’s specific circumstances, needs, goals and objectives.