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Panthrex Asset Management LLC
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Overview Share
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Dallas, Texas
$12.1 million AUM
2 offices

Panthrex Asset Management LLC is based in Dallas, Texas and has $12.1 million in assets under management.

Location
9111 Cypress Waters Boulevard
Suite 140
Dallas, TX 75019
$12.1 million
AUM
2
Employees
AUM Share
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$12,120,911
Assets under management
3 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pension and profit sharing plans 1 $1,997,924 16% $1,997,924
Other investment advisers 2 $10,122,987 84% $5,061,494
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$12,120,911
Assets under management
$6,060,456
AUM per employee
$6,060,456
AUM per investment analyst
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Compensation

Panthrex Asset Management LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Share in the fee paid to sub advisers
Services offered

Panthrex Asset Management LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 281,619
SEC number 801-106856
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date April 09, 2020

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