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PASI INVESTMENTS, LLC
CRD 145640 · SEC 801-68712
10 TALCOTT NOTCH ROAD, 2ND FLOOR, FARMINGTON, CT, 06032, United States
Phone
860-284-6880
Fax
860-284-6887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$676.3M
Discretionary AUM
$589.6M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $65.0M |
| High net worth individuals | 35 | $81.2M |
| Pension/profit sharing plans | 179 | $505.1M |
| State/municipal entities | 9 | $25.0M |
States served
CO, MA, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD