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PANTERA CAPITAL

SAN FRANCISCO, CA · CRD 284342 · IAPD ↗ · panteracapital.com · 650-854-7000

$3.96BRegulatory AUM
15Advisory reps
72Employees
0Clients
n/aPlanning clients
18Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — PANTERA CAPITAL reported RAUM down 29% ($5.57B -> $3.96B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
59
April 2026 — PANTERA CAPITAL grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — PANTERA CAPITAL reported RAUM up 34% ($4.16B -> $5.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — PANTERA CAPITAL moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — PANTERA CAPITAL added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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