Pandion Mine Finance, Lp
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Overview
Pandion Mine Finance, Lp operates as an advisory firm that has its headquarters in Houston, Texas. Pandion Mine Finance, Lp controls $168.8 million in assets across two customer accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Pandion Mine Finance, Lp is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, stocks and options.
Pandion Mine Finance, Lp administers all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell decisions for the client's account without needing client approval. The advisory firm administers an average of $84.4 million in assets for each customer account. An average financial advisor at Pandion Mine Finance, Lp manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's central office is at 777 Post Oak Blvd., Houston, Texas 77056. It is allowed to provide services to investors throughout a number of states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pandion Mine Finance, Lp by the Numbers
$168.8 million
3
2
$84.4 million
Fee Structure
Financial advisory fees usually are based on which services are provided. However, fees charged by Pandion Mine Finance, Lp typically consist of the following fee type: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Pandion Mine Finance, Lp works with pooled investment vehicles. Out of its two accounts, Pandion Mine Finance, Lp's biggest client by number of accounts is pooled investment vehicles. Around 100% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pandion Mine Finance, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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