Pasi Investments, LLC
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Overview
Pasi Investments, LLC operates as an advisory company that has its headquarters in Farmington, Connecticut. The company has $450.9 million in total assets over 783 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Pasi Investments, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and stocks.
Pasi Investments, LLC oversees most of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring the customer's authorization. The firm also has 146 non-discretionary accounts with a total of $98.0 million in AUM. The investment advisory firm's average account size is $575,834. An average financial advisor at Pasi Investments, LLC manages about 261 client accounts.
Pasi Investments, LLC's main office is located at 10 Talcott Notch Road, Farmington, Connecticut 6032. The firm is allowed to provide services to clients throughout a number of states, including Connecticut, Florida, Massachusetts, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pasi Investments, LLC by the Numbers
$450.9 million
7
783
$575.8 thousand
Fee Structure
Financial management fees usually depend on which services the firm provides the client. However, fees billed by Pasi Investments, LLC can be comprised of some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
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
It works with retail investors, high net worth investors, pension plans and state or municipal government entities. Out of its 783 customers, Pasi Investments, LLC's largest client is retail investors, although it also manages money for 41 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 9.88%
- Other Individuals - 46.99%
- Corporations - 43.13%
- 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
Pasi Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Pasi Investments, LLC
Cheshire, CT
Farmington, CT
Cheshire, CT
Farmington, CT
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