Pantheon Institutional Drilling Fund
Deal Summary:
The partnership intends to participate in the drilling of new oil and natural gas wells in regions identified by the Sponsor to provide competitive returns at current commodity prices. We believe that the majority of the capital expenditure of the fund will be focused in the Permian Basin, including the Delaware and Midland Basins. The Partnership may also participate in wells in other formations, including the Powder River Basin, Haynesville Shale, Utica Shale, and Marcellus Shale.
Long-Term Tax Advantaged Income
For all investors, approximately 15% of the gross income is tax free as a result of the Depletion Deduction under current tax code provisions. Depletion will be allocated amongst the investors based upon their interest in partnership revenues.
Risk Management
While the Sponsor maintains significant safeguards, procedures and policies to protect investors against potential general partner and operational risks, in the unlikely event that there was ever a claim against the partnership, the Sponsor provides the following layers of investor protection: Insurance with effective umbrella limits of $50,000,000 Joint Venture Parter Assets and Insurance (if there is a JV partner), Sub Contractor Assets and Insurance, automatic conversion from General Partner to Limited Partner Status, Partnership Assets and Managing General Partner Indemnification. There can, however, be no assurance that the managing general partner's assets, including it's liquid assets, will be sufficient to satisfy its indemnification obligations.
Presentment Feature
This investment is not intended to be a liquid investment and is intended for long-term investors only. However, investors have the ability, subject to certain limitations, to present their investment in the partnership to the Sponsor for purchase starting January 1, 2029. The managing general partner may suspend its repurchase obligation if it determines that it does not have the necessary cash flow or cannot borrow funds for this purpose on terms it deems reasonable.
Long-Term Tax Advantaged Income
For all investors, approximately 15% of the gross income is tax free as a result of the Depletion Deduction under current tax code provisions. Depletion will be allocated amongst the investors based upon their interest in partnership revenues.
Risk Management
While the Sponsor maintains significant safeguards, procedures and policies to protect investors against potential general partner and operational risks, in the unlikely event that there was ever a claim against the partnership, the Sponsor provides the following layers of investor protection: Insurance with effective umbrella limits of $50,000,000 Joint Venture Parter Assets and Insurance (if there is a JV partner), Sub Contractor Assets and Insurance, automatic conversion from General Partner to Limited Partner Status, Partnership Assets and Managing General Partner Indemnification. There can, however, be no assurance that the managing general partner's assets, including it's liquid assets, will be sufficient to satisfy its indemnification obligations.
Presentment Feature
This investment is not intended to be a liquid investment and is intended for long-term investors only. However, investors have the ability, subject to certain limitations, to present their investment in the partnership to the Sponsor for purchase starting January 1, 2029. The managing general partner may suspend its repurchase obligation if it determines that it does not have the necessary cash flow or cannot borrow funds for this purpose on terms it deems reasonable.
Optimize Your Portfolio with Strategic Oil & Gas Investments
Capitalize on Tax Advantages and Robust Passive Income
Investing in Energy provides the assurance that your portfolio is not only diversified but also strategically enhanced to navigate the complexities of market fluctuations and tax liabilities. This opportunity, grounded in the oil and gas sector, leverages significant tax advantages and reliable passive income, translating into substantial financial benefits and peace of mind.
Why It Matters for You:
Why It Matters for You:
- Significant Tax Benefits: One of the most compelling aspects of oil and gas investments is the potential for substantial tax deductions. For instance, intangible drilling costs are immediately deductible, providing a significant reduction in taxable income. This can be particularly advantageous for high-income earners, offering immediate financial relief and optimizing overall tax strategy.
- Reliable Passive Income Streams: Beyond initial tax benefits, this investment aims to deliver consistent and lucrative passive income. With potential annual returns of 15-20% from your initial investment, you can enhance your income streams and ensure financial stability, whether you're planning for retirement or looking to grow your wealth.
- Enhanced Portfolio Diversification: Oil and gas investments are a strategic addition to any diversified portfolio, offering a unique hedge against inflation and market volatility. This sector's intrinsic value and its critical role in global energy supply provide a resilient investment choice, ensuring long-term returns and reducing dependency on traditional stock and bond markets.
Return Profile
- Hold Period: ~5 Years
- Minimum Investment: $50,000
- 95/5% Investor Split
- Active Income Offsets up to 92% for 2024
- ~61% IRR (Including tax benefits)
- Return of Capital ~1.42 Years (Including tax benefits)
Watch to learn more:
Investing in Energy offers significant financial benefits, designed to cater to diverse investment preferences and financial goals. Whether you seek substantial tax deductions or robust passive income, our strategic investment options ensure you can optimize your financial outcomes.
Minimum Investment: $50,000
Aligning Investments with Your Long-Term Objectives
Choosing this oil and gas investment allows you to tailor your portfolio to your long-term financial goals and tax planning needs. Whether you aim to reduce your taxable income significantly this year or establish a steady source of passive income, The Pantheon Institutional Drilling Fund is engineered to meet a broad spectrum of investor requirements while delivering strong returns through a secure and expertly managed operation.
**these numbers take into account tax benefits**
Choosing this oil and gas investment allows you to tailor your portfolio to your long-term financial goals and tax planning needs. Whether you aim to reduce your taxable income significantly this year or establish a steady source of passive income, The Pantheon Institutional Drilling Fund is engineered to meet a broad spectrum of investor requirements while delivering strong returns through a secure and expertly managed operation.
**these numbers take into account tax benefits**
Act Now: Limited Spots Available
(Only 10% of allocation remaining)
(Only 10% of allocation remaining)
Next Steps
Here’s how to fund your investment.
1
Begin by making a soft commitment to express your interest. This preliminary step reserves your place and allows us to furnish you with detailed next steps.
2
Complete Investor Portal Next Steps
After your soft commitment, you'll use our secure Investor Portal to review and sign your documents. We ensure privacy, security, and compliance with SEC Rule 506C of Regulation D.
3
Start Collecting your Passive Income
The final step involves funding your investment via a direct wire transfer, with all instructions provided securely through the portal. Once completed, you can relax and anticipate the regular returns and monthly reporting of your investment.
This investment opportunity is for accredited investors only under 506c regulation D.
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Disclaimer:
All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506C of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act. The SEC has not passed upon the merits of, or given its approval to any securities offered by Pantheon Investments, the terms of the offering, or the accuracy of completeness of any offering materials. Any securities that are offered by Pantheon Investments are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell any securities offered by Pantheon Investments. Investing in securities involves risk, and investors should be able to bear the loss of their investment. Any securities offered by Pantheon Investments are not subject to the protections of the Investment Company Act. Any performance data shared by Pantheon Investments represents past performance and past performance does not guarantee future results. Neither Pantheon Investments nor any of its funds are required by law to follow any standard methodology when calculating and representing performance data and the performance of any such funds may not be directly comparable to the performance of other private or registered funds. Pantheon Investments cannot and does not provide tax advice. Please consult with a qualified tax advisor for your specific tax needs.
All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506C of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act. The SEC has not passed upon the merits of, or given its approval to any securities offered by Pantheon Investments, the terms of the offering, or the accuracy of completeness of any offering materials. Any securities that are offered by Pantheon Investments are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell any securities offered by Pantheon Investments. Investing in securities involves risk, and investors should be able to bear the loss of their investment. Any securities offered by Pantheon Investments are not subject to the protections of the Investment Company Act. Any performance data shared by Pantheon Investments represents past performance and past performance does not guarantee future results. Neither Pantheon Investments nor any of its funds are required by law to follow any standard methodology when calculating and representing performance data and the performance of any such funds may not be directly comparable to the performance of other private or registered funds. Pantheon Investments cannot and does not provide tax advice. Please consult with a qualified tax advisor for your specific tax needs.