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PANAGORA ASSET MANAGEMENT INC

BOSTON, MA · CRD 105201 · IAPD ↗ · panagora.com · 617-439-6300

$44.13BRegulatory AUM
44Advisory reps
110Employees
0Clients
n/aPlanning clients
9Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — PANAGORA ASSET MANAGEMENT INC reported RAUM up 33% ($33.18B -> $44.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2026 — PANAGORA ASSET MANAGEMENT INC grew from 33 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — PANAGORA ASSET MANAGEMENT INC shrank from 40 to 35 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
February 2024 — PANAGORA ASSET MANAGEMENT INC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.