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PANAGORA ASSET MANAGEMENT INC
CRD 105201File 801-35497
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$44.13B
Top 10% of cohort (national)
Discretionary AUM
$43.55B
Non-discretionary $577.6M
Clients
93
99 accounts
Employees
110
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 9, 1989
- Principal office
- ONE INTERNATIONAL PLACE, 24TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-439-6300
- Website
- HTTPS://WWW.PANAGORA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $44.13B
- Discretionary AUM
- $43.55B
- Non-discretionary AUM
- $577.6M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 4
- Total accounts
- 99
- AUM per client
- $474.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $3.91B |
| Non-U.S. persons | 9 | $21.49B |
| Insurance companies | Fewer than 5 | $78.5M |
| Investment companies | 6 | $2.29B |
| Charitable organizations | Fewer than 5 | $226.0M |
| Pooled investment vehicles | 18 | $7.41B |
| Pension and profit sharing plans | 13 | $2.31B |
| State or municipal government entities | 11 | $5.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 99 | 93 | decreased by6 |
| Apr 1, 2026 | Employees | 115 | 110 | decreased by5 |
| Apr 1, 2026 | Clients | 93 | 99 | increased by6 |
| Apr 1, 2026 | AUM | $33,175,736,583 | $44,129,364,870 | increased by$10,953,628,287 |
| Apr 1, 2026 | Accounts | 93 | 99 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 126 | 115 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 108 | 93 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $43,885,668,503 | $33,175,736,583 | decreased by$10,709,931,920 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 108 | 93 | decreased by15 |
| Apr 1, 2022 | Employees | 139 | 126 | decreased by13 |
| Apr 1, 2022 | Clients | 122 | 108 | decreased by14 |
| Apr 1, 2022 | AUM | $38,403,896,460 | $43,885,668,503 | increased by$5,481,772,043 |
| Apr 1, 2022 | Accounts | 122 | 108 | decreased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PANAGORA ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PANAGORA ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.