Overview
Assets Under Management: $676 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 35
Average Client Assets: $2.3 million
Frequently Asked Questions
PASI INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145640), PASI INVESTMENTS, LLC is subject to fiduciary duty under federal law.
PASI INVESTMENTS, LLC is headquartered in FARMINGTON, CT.
PASI INVESTMENTS, LLC serves 35 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PASI INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PASI INVESTMENTS, LLC manages $676 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PASI INVESTMENTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.00%
Average Client Assets: $2.3 million
Total Client Accounts: 439
Discretionary Accounts: 369
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 145640
Filing ID: 2078836
Last Filing Date: 2026-03-27 10:24:53