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PANORAMIC CAPITAL, LLC

LARKSPUR, CA · CRD 153450 · IAPD ↗ · panollc.com · 415-925-9033

$299.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — PANORAMIC CAPITAL, LLC reported RAUM up 26% ($237.5M -> $299.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2024 — PANORAMIC CAPITAL, LLC (LARKSPUR, CA) is newly SEC-registered with $209.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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