Pandi LLC

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Assets, Funds, Holdings

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Pandi LLC
CRD #330112
SEC #801-131022
CIK #0002058702
AUM $2.0 B (2025-05-22)
Employees 14 (43% Investors, 0% Brokers)
Phone913-437-9900
Address300 Wyandotte Street
Kansas City, MO 64105
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
CIK Period
0002058702
Sector Form 13F Holdings Value ($M)
Palmer Square Capital BDC Inc 12.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 6 0.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 143 2.0
By Discretionary
Discretionary 62 1.5
Non-Discretionary 81 0.6
Total 143 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 143 2.0
EDGAR Form CIK 2011 - 2025
13F-HR [0002058702]
Comparable Firms State AUM ($B)
Wilkinson Global Asset Management LLC
NY 2.1
Guardian Wealth Advisors LLC
NC 2.1
Foundry Partners LLC
OH 2.0
Wealth Architects LLC
CA 2.0
Madison Avenue Securities LLC
CA 2.0
Full Sail Capital LLC
OK 2.0
Grandfield & Dodd LLC
NY 2.0
Silver Oak Securities Incorporated
TN 2.0
BFC Planning Inc
IA 2.0
Stairway Partners LLC
MN 2.0
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