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| Keyboard |
| PASI Investments LLC
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|---|---|
| CRD # | 145640 |
| SEC # | 801-68712 |
| CIK # | |
| AUM | 676.3 M (2026-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-284-6880 |
| Address | 10 Talcott Notch Road Farmington, CT 06032 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 65.0 |
| (b) Individuals (high net worth individuals) | 35 | 81.2 |
| (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 | 179 | 505.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 9 | 25.0 |
| (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 | 439 | 676.3 |
| By Discretionary | ||
| Discretionary | 369 | 589.6 |
| Non-Discretionary | 70 | 86.7 |
| Total | 439 | 676.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 676.3 | |
| Total | 439 | 676.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carderock Capital Management Inc
✚
|
MD | 677.0 M |
|
Leverty Financial Group LLC
✚
|
WI | 676.8 M |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 676.4 M |
|
Boston Research and Management Inc
✚
|
MA | 676.2 M |
|
Stordahl Capital Management Inc
✚
|
CO | 675.9 M |
|
Waterway Wealth Management LLC
✚
|
TX | 675.8 M |
|
Demming Financial Services Corp
✚
|
OH | 675.7 M |
|
Tounjian Advisory Partners LLC
✚
|
FL | 675.5 M |
|
Little House Capital LLC
✚
|
MA | 675.2 M |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 675.0 M |