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PANORAMIKA ADVISORS INC.
CRD 172737File 801-80278
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.05B
Clients
4
183 accounts
Employees
2
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 9, 2014
- Principal office
- 201 S. BISCAYNE BLVD, 28TH FLOOR, MIAMI, FL, 33131
- Phone
- 305-913-7569
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.05B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 183
- Total accounts
- 183
- AUM per client
- $262.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $35.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 26 | 4 | decreased by22 |
| Mar 1, 2026 | Clients | 28 | 26 | decreased by2 |
| Mar 1, 2026 | AUM | $947,301,418 | $1,050,304,871 | increased by$103,003,453 |
| Mar 1, 2026 | Accounts | 176 | 183 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 28 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $852,605,391 | $947,301,418 | increased by$94,696,027 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 139 | 176 | increased by37 |
| Feb 1, 2022 | Clients | 28 | 25 | decreased by3 |
| Feb 1, 2022 | AUM | $809,318,956 | $852,605,391 | increased by$43,286,435 |
| Feb 1, 2022 | Accounts | 131 | 139 | increased by8 |
| 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 “PANORAMIKA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PANORAMIKA ADVISORS” 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.