RIA Intel›Advisers›Tennessee›PANTHEON INVESTMENTS, LLC

PANTHEON INVESTMENTS, LLC

Advisory

CHATTANOOGA, TN

Data as of Jul 13, 2026 · Source: SEC Form ADV

AUM change, 1 year

0.0%

28th percentile in TN

AUM CAGR, 3 year

-78.5%

compound annual growth

Average account

$3M

across 1 accounts

AUM per adviser

$3M

1 advisers

Filing history

30

filings since 2001

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$3M

1-Year AUM Growth

0.0%

3-Year CAGR

-78.5%

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingMar 20, 2001

Latest FilingJul 13, 2026

Full AUM trend chart and 30 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

1st percentile

Composite rank among TN advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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$3M

WORTHINGTON CAPITAL MANAGEMENT, LLC

$3M

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