Pasi Investments, LLC
● SEC registered since 2008CRD 145640SEC# 801-68712Farmington, CT
Reg. AUM
$676.3M
Employees
8
Accounts
439
Location
Farmington, CT
Pasi Investments, LLC assets under management
Pasi Investments, LLC is an SEC-registered investment adviser based in Farmington, CT. The firm has been registered since 2008. It reports $676.3 million in regulatory assets under management and employs 8 people.
Pasi Investments, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacques Pierre Control | Senior Vp & Secretary | Under 5% | 2023 |
| Matthew Gerard Riordan Control | Chief Financial Officer | Under 5% | 2023 |
| Megan E Schneider Control | Chairman & Treasurer | Under 5% | 2023 |
| Melanie Joy Hancock Brown Control | Chief Compliance Officer | Under 5% | 2023 |
| U.S. Retirement Partners, Inc. Control | Member | Over 75% | 2023 |
| Kusrp Acquisition, Inc. Control | Shareholder | Over 75% | 2020 |
| Kusrp Holdings, Inc. Control | Shareholder | Over 75% | 2023 |
| Kusrp Intermediate, Inc. Control | Shareholder | Over 75% | 2023 |
| Tvg-Kusrp Aggregator, LP Control | Limited Partner | 50-75% | 2023 |
| Tvg-Kusrp Holdings GP, LLC Control | General Partner | — | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Pasi Investments, LLC manage?
Pasi Investments, LLC reports $676.3 million in regulatory assets under management on its Form ADV.
How many employees does Pasi Investments, LLC have?
Pasi Investments, LLC reports 8 employees.
Where is Pasi Investments, LLC located?
Pasi Investments, LLC is based in Farmington, CT and has been SEC-registered since 2008.
Does Pasi Investments, LLC disclose fund performance?
Pasi Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Talcott Notch Road, 2nd Floor, Farmington, CT 06032 |
| Phone | 860-284-6880 |
| Fax | 860-284-6887 |
| Office hours | 8:00 a.m. To 6:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$676.3M▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$676.3Mregulatory AUM
Discretionary $589.6MNon-discretionary $86.7M