Pantile Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,891,215
Clients
14
14% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
Very LowAverage account size
$135,087
About
Pantile Investments provides discretionary asset management and standalone financial planning and consulting to individuals, including high-net-worth clients, and to institutional-type accounts such as pension and profit-sharing plans, trusts, and estates. Advisory relationships are governed by a written Investment Policy Statement and client assets are held with qualified custodians (Charles Schwab or Altruist).
The firm uses a blend of fundamental and technical analysis within systematic, IPS‑driven strategies, employing both long‑only and long‑short approaches and occasionally using short sales and margin to implement hedges or tactical positions. Fees are billed as a percentage of assets on a monthly basis and, as disclosed in the brochure, Pantile may also enter into performance‑based fee arrangements while trading client accounts pari passu.
Distinctive for a single‑advisor practice managing roughly $1.9 million across 14 clients, Pantile’s disclosed use of performance‑based compensation and active long‑short/short‑sale strategies is atypical among similarly supported firms. The brochure also documents formal policies on conflicts, personal trading, block allocations, and annual IPS reviews, reflecting operational procedures that may be more detailed than those of many peers its size.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Financial planning and consulting fees range from $2,000 to $10,000
May charge performance-based fees depending on client agreement, details not specified
Account minimum: $10,000
Main office location
Pantile Investments
1200 Pearl Street, Suite 222
Boulder CO 80302, United States
Number of offices
1
Most active in
Pantile Investments has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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