PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:51 AM ET

Sponsor Check › Sponsor group

P

Panoramic

One sponsor team, 3 deal companies · Larkspur, CA

Grouped because: 1 shared person, 1 shared management entity, same business address (3 issuers), similar issuer names (3) (automatic match from the filings) · not the same sponsor?

3deal companies
$296.2Mreported sold
126investors
32Form D filings
2010–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 23, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Panoramic is a sponsor group of 3 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 32 Form D filings between Jul 2010 and Jul 2026.

What this means One team, 3 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $296.2M to 126 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (3). Issuers are based in CA (3).

What this means $296.2M raised across the group, about $2.35M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Panoramic Capital, LLC (3 issuers, executive officer and promoter, entity), William R. Hazen (2 issuers, executive officer), Cary Marr (1 issuer, director), Ebony Myles-Berry (1 issuer, director), Geoff Ruddick (1 issuer, director) and 2 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jul 23, 2026.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: PANORAMIC CAPITAL, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 32 public filings for Panoramic and found 10 differences, 5 worth asking the sponsor about: Investor count went down between filings; 21 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Panoramic has not run yet — it is joining a line of 42,356 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Panoramic..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Moglia v. Panoramic Inc closed matched at sponsor-group level (Panoramic)
United States Bankruptcy Court, N.D. Illinois · No. 02-02148 · Filed Dec 13, 2002 · Closed May 22, 2003
Role of Panoramic Inc: Defendant · Outcome: Case closed 2003-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state)
Panoramic, Inc. closed matched at sponsor-group level (Panoramic)
United States Bankruptcy Court, N.D. California · No. 91-53282 · Filed May 31, 1991 · Closed Jun 25, 1996
Role of Panoramic, Inc.: Debtor · Outcome: Case closed 1996-06-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 1991, first Form D 2010
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

10 differences found between the filings for Panoramic — 5 worth asking about (compared 32 filings on Oct 24, 2026)

Worth asking · Jul 24, 2024 – Jul 23, 2025

Investor count went down between filings — Panoramic Qualified Partners, L.P.

The Jul 24, 2024 filing reports 4 investors; the Jul 23, 2025 Form D/A reports 1 investor.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 24, 2024 ↗Form D/A (later) · Jul 23, 2025 ↗Panoramic Qualified Partners, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 23, 2026

21 other issuers file from the same address — 3 member issuers (Panoramic Partners LP; Panoramic Qualified Partners, L.P.; Panoramic Offshore, Ltd.)

The address on file, 900 Larkspur Landing Circle, Suite 205, Larkspur, CA, is used by 24 issuers in our index across 4 sponsor groups; 21 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Panoramic Partners LP — PartnerFacts page ↗Panoramic Qualified Partners, L.P. — PartnerFacts page ↗Panoramic Offshore, Ltd. — PartnerFacts page ↗EDGAR filer page · Panoramic Partners LP ↗
Sources
Worth asking · Aug 12, 2020 – Jul 24, 2024

Karl O'Reilly is no longer listed on the Jul 24, 2024 amendment — Panoramic Offshore, Ltd.

Karl O'Reilly appears on the Aug 12, 2020 Form D/A (director) but not on the Jul 24, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 12, 2020 ↗Form D/A · Jul 24, 2024 ↗Karl O'Reilly — PartnerFacts page ↗Panoramic Offshore, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Aug 23, 2019 – Aug 12, 2020

Cary Marr is no longer listed on the Aug 12, 2020 amendment — Panoramic Offshore, Ltd.

Cary Marr appears on the Aug 23, 2019 Form D/A (director) but not on the Aug 12, 2020 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 23, 2019 ↗Form D/A · Aug 12, 2020 ↗Cary Marr — PartnerFacts page ↗Panoramic Offshore, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Aug 30, 2017 – Aug 29, 2018

Geoff Ruddick is no longer listed on the Aug 29, 2018 amendment — Panoramic Offshore, Ltd.

Geoff Ruddick appears on the Aug 30, 2017 Form D/A (director) but not on the Aug 29, 2018 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 30, 2017 ↗Form D/A · Aug 29, 2018 ↗Geoff Ruddick — PartnerFacts page ↗Panoramic Offshore, Ltd. — PartnerFacts page ↗
Sources
Note · Jul 14, 2011 – Jul 17, 2012

Panoramic Capital, LLC's role changed at Panoramic Partners LP: executive officer, promoter → executive officer

The Jul 14, 2011 filing lists Panoramic Capital, LLC as executive officer, promoter; the Jul 17, 2012 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jul 14, 2011 ↗Form D/A · Jul 17, 2012 ↗Panoramic Capital, LLC — PartnerFacts page ↗Panoramic Partners LP — PartnerFacts page ↗
Sources
Note · Jul 14, 2011 – Jul 17, 2012

William R. Hazen's role changed at Panoramic Partners LP: executive officer, promoter → executive officer

The Jul 14, 2011 filing lists William R. Hazen as executive officer, promoter; the Jul 17, 2012 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jul 14, 2011 ↗Form D/A · Jul 17, 2012 ↗William R. Hazen — PartnerFacts page ↗Panoramic Partners LP — PartnerFacts page ↗
Sources
Note · Feb 29, 2016 – Feb 24, 2017

Minimum investment changed between filings — Panoramic Qualified Partners, L.P.

The Feb 29, 2016 filing lists a minimum of $1,000,000; the Feb 24, 2017 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 29, 2016 ↗Form D/A (later) · Feb 24, 2017 ↗Panoramic Qualified Partners, L.P. — PartnerFacts page ↗
Sources
Note · Jul 19, 2013 – Oct 9, 2015

Address moved from Greenbrae, CA to Larkspur, CA — Panoramic Partners LP

The people listed on the Jul 19, 2013 filing give Greenbrae, CA; on the Oct 9, 2015 filing they give Larkspur, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Jul 19, 2013 ↗Form D/A · Oct 9, 2015 ↗Panoramic Partners LP — PartnerFacts page ↗
Sources
Note · Jul 23, 2026

Member companies were formed in 2 different states

Delaware (2), Cayman Islands (1) — out of 3 member issuers. The odd ones out: Panoramic Offshore, Ltd. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Panoramic — sponsor group page ↗Panoramic Offshore, Ltd. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 3 offerings report sales commissions; 2 report finder's fees totalling $1,330,367; 1 reports proceeds to related persons totalling $15,375. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 23, 2026 D/A
Panoramic Partners LP
File 021-104764
$0 (est.)$923,081 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
Williams Trading LLC BrokerCheck CRD 43678 ↗
via Williams Trading LLC (CRD 43678 ↗)

Silver Leaf Partners, LLC BrokerCheck CRD 126694 ↗
via Silver Leaf Partners, LLC (CRD 126694 ↗)

Far Hills Group, LLC BrokerCheck CRD 32243 ↗
via Far Hills Group, LLC (CRD 32243 ↗)
EDGAR ↗
Jul 23, 2026 D/A
Panoramic Qualified Partners, L.P.
File 021-258229
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
Jul 23, 2026 D/A
Panoramic Offshore, Ltd.
File 021-269989
$0 (est.)$407,286 (est.)$15,375 (est.)
The issuer pays fees of approximately $15,375 per annum to its directors. The investment adviser of the issuer receives investment management fees and performance fees.
Williams Trading LLC BrokerCheck CRD 43678 ↗
via Williams Trading LLC (CRD 43678 ↗)

Silver Leaf Partners, LLC BrokerCheck CRD 126694 ↗
via Silver Leaf Partners, LLC (CRD 126694 ↗)

Far Hills Group, LLC BrokerCheck CRD 32243 ↗
via Far Hills Group, LLC (CRD 32243 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 3 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Panoramic in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗PP Panoramic Partners LPshared people, shared management entity, same business address, similar issuer namesLARKSPUR, CAPooled Investment Fund16$168,780,423
offering Indefinite · similar: $155,000–$5,250,000
107
similar: 4–27
$250,000
similar: $1,000–$100,000
2010–2026
EDGAR ↗PQ Panoramic Qualified Partners, L.P.shared people, shared management entity, same business address, similar issuer namesLARKSPUR, CAPooled Investment Fund8$64,976,497
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2026
EDGAR ↗PO Panoramic Offshore, Ltd.shared management entity, same business address, similar issuer namesLARKSPUR, CAPooled Investment Fund8$62,438,497
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 23, 2026Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$62,438,497
EDGAR ↗Jul 23, 2026Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$64,976,497
EDGAR ↗Jul 23, 2026Panoramic Partners LPD/APooled Investment FundIndefinite$168,780,423
EDGAR ↗Jul 23, 2025Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$49,988,497
EDGAR ↗Jul 23, 2025Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$52,526,497
EDGAR ↗Jul 23, 2025Panoramic Partners LPD/APooled Investment FundIndefinite$140,164,505
EDGAR ↗Jul 24, 2024Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$45,488,497
EDGAR ↗Jul 24, 2024Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$33,101,497
EDGAR ↗Jul 24, 2024Panoramic Partners LPD/APooled Investment FundIndefinite$113,168,805
EDGAR ↗Jul 24, 2023Panoramic Partners LPD/APooled Investment FundIndefinite$98,318,805
EDGAR ↗Aug 3, 2022Panoramic Partners LPD/APooled Investment FundIndefinite$84,623,865
EDGAR ↗Aug 20, 2021Panoramic Partners LPD/APooled Investment FundIndefinite$65,198,839
EDGAR ↗Sep 11, 2020Panoramic Partners LPD/APooled Investment FundIndefinite$46,446,218
EDGAR ↗Aug 12, 2020Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$30,563,497
EDGAR ↗Feb 19, 2020Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$33,101,497
EDGAR ↗Sep 30, 2019Panoramic Partners LPD/APooled Investment FundIndefinite$41,830,699
EDGAR ↗Aug 23, 2019Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$30,563,497
EDGAR ↗Feb 22, 2019Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$33,101,496
EDGAR ↗Oct 2, 2018Panoramic Partners LPD/APooled Investment FundIndefinite$37,830,699
EDGAR ↗Aug 29, 2018Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$29,000,000
EDGAR ↗Feb 26, 2018Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$29,750,000
EDGAR ↗Oct 2, 2017Panoramic Partners LPD/APooled Investment FundIndefinite$36,165,699
EDGAR ↗Aug 30, 2017Panoramic Offshore, Ltd.D/APooled Investment FundIndefinite$29,000,000
EDGAR ↗Feb 24, 2017Panoramic Qualified Partners, L.P.D/APooled Investment FundIndefinite$24,750,000
EDGAR ↗Oct 4, 2016Panoramic Partners LPD/APooled Investment FundIndefinite$33,537,466
EDGAR ↗Sep 1, 2016Panoramic Offshore, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 29, 2016Panoramic Qualified Partners, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 9, 2015Panoramic Partners LPD/APooled Investment FundIndefinite$14,418,116
EDGAR ↗Jul 19, 2013Panoramic Partners LPD/APooled Investment FundIndefinite$14,418,116
EDGAR ↗Jul 17, 2012Panoramic Partners LPD/APooled Investment FundIndefinite$11,675,000
EDGAR ↗Jul 14, 2011Panoramic Partners LPD/APooled Investment FundIndefinite$7,775,000
EDGAR ↗Jul 28, 2010Panoramic Partners LPD/APooled Investment FundIndefinite$7,775,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 23, 2026. Industry history, as reported on each offering's latest filing: All 3 offerings reported: Pooled Investment Fund (2010–2016).

People across the group

NameRolesIssuers hereFirst → last listed
PC Panoramic Capital, LLC entityExecutive Officer, Promoter3Jul 28, 2010 → Jul 23, 2026
WH William R. HazenExecutive Officer2Jul 28, 2010 → Jul 23, 2026
EB Ebony Myles-BerryDirector1Jul 24, 2024 → Jul 23, 2026
TW Tim WoolaverDirector1Aug 12, 2020 → Jul 23, 2026
KR Karl O'ReillyDirector1Aug 29, 2018 → Aug 12, 2020
CM Cary MarrDirector1Sep 1, 2016 → Aug 23, 2019
GR Geoff RuddickDirector1Sep 1, 2016 → Aug 30, 2017

Business registration (state registry / Secretary of State)

None of the 3 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

PANORAMIC CAPITAL, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jun 20, 2024 · SEC file 801-130526 · Main office: LARKSPUR, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $299,600,000 as reported on Form ADV filed Mar 18, 2026 (Item 5.F(2)(c)) · 4 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.panollc.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 18, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Panoramic as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Panoramic's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #15,840 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗