Panoramika Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated February 10, 2026, reports $1.1B in regulatory assets under management, 2 employees, and 183 accounts.
Assets Under Management
$1.1B
Employees
2
Offices
--
Total Clients
26
Primary office
MIAMI, FL
201 S. BISCAYNE BLVD, 28TH FLOOR, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPRIVATE INVESTMENT CORPORATIONS (PICS) represent 84.6% of total clients.
Top client categories% of clientsClients
1
PRIVATE INVESTMENT CORPORATIONS (PICS)
84.6%
22
2
HNWI
15.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts183
10Y AUM Change+$650M (+162.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change+1 (+100.0%)
* 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.