This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$144MItem 5.F on the latest filing (2022-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$144M

Private client RAUM

$143MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

231

Individual clients

18

High net worth clients

211

SEC number

801-112518

CRD

283418

Filings on the tape

22

First filed

May 13, 2016

Latest filed

Mar 18, 2022

Organised

Limited Liability Company, California

• Occurred

  Jan 26, 2018
  First Form ADV filing

  Pantheon Investment Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffa1d27b-6280-a681-2ad9-81de2f270d01

First observed

May 13, 2016

Last observed

Mar 18, 2022 54 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.