Data / Investment advisers / Nebraska / Panorama Point Partners, LLC
Panorama Point Partners, LLC, Omaha, NE: $178 million AUM, SEC registered investment adviser
Panorama Point Partners, LLC is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $178 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 15 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 165704
- SEC file number
- 801-100497
- SEC status
- Approved, effective July 10, 2015
- Main office
- 13030 Pierce Street Suite 310, Omaha, NE 68144
- Phone
- (402) 933-1280
- Website
- panoramapoint.com
- Regulatory AUM
- $178,099,273 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $178,099,273
- Accounts
- 15
- Employees
- 11, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 15: 15 private equity funds
- Gross assets of private funds
- $240,765,386
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $178.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $178.1 million | March 17, 2026 |
| December 1, 2025 | $193.1 million | May 20, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bazis Private Wealth, LLC | Omaha | $244.1 million | Not listed | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | $241.9 million | Not listed | adviserinfo.sec.gov |
| True Measure Wealth Management | Omaha | $241.5 million | Not listed | adviserinfo.sec.gov |
| Keystone Financial Services, LLC | Omaha | $240.3 million | Not listed | adviserinfo.sec.gov |
| Blue Capital | Omaha | $200.8 million | Not listed | adviserinfo.sec.gov |
| Walnut Private Equity Partners, LLC | Omaha | $172.6 million | Not listed | adviserinfo.sec.gov |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha | $171.6 million | Not listed | adviserinfo.sec.gov |
| Intentional Retirement, LLC | Omaha | $150 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Panorama Point Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.