SAN FRANCISCO, CACRD 153425Latest ADV March 31, 2026
Pantheon is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $87.7B in regulatory assets under management, 129 employees, 3 offices, and 157 accounts.
Assets Under Management
$87.7B
Employees
129
Offices
3 offices
Total Clients
157
Primary office
SAN FRANCISCO, CA
555 CALIFORNIA STREET, SUITE 3450, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 88.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
88.5%
139
2
Pension Plans
7.0%
11
3
Government
1.9%
3
4
Investment Cos.
1.3%
2
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$87.7Bas of March 31, 2026
Discretionary65.7%
$57.6B
66% of total RAUM65.7%
Non-discretionary34.3%
$30.1B
34% of total RAUM34.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$87.7B
Total Accounts157
10Y AUM Change+$67.8B (+340.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees129
Clients per Employee1:1
10Y Employee Change+76 (+143.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.