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Pasnau Investment Management, Inc.

● SEC registered since 2025CRD 125647SEC# 801-134617
Export (members)
Reg. AUM
$128.8M
Employees
3
Accounts
341
Location

Pasnau Investment Management, Inc. assets under management

Pasnau Investment Management, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $128.8 million in regulatory assets under management and employs 3 people.

Pasnau Investment Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Edmund ControlChief Compliance OfficerUnder 5%2025
William C. Pasnau ControlPresident/CeoOver 75%1999

Frequently asked questions

How much does Pasnau Investment Management, Inc. manage?

Pasnau Investment Management, Inc. reports $128.8 million in regulatory assets under management on its Form ADV.

How many employees does Pasnau Investment Management, Inc. have?

Pasnau Investment Management, Inc. reports 3 employees.

Does Pasnau Investment Management, Inc. disclose fund performance?

Pasnau Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone860-354-9903
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$128.8M▲ 13%
Sep '25 — $114MOct '25 — $114MNov '25 — $114MDec '25 — $114MJan '26 — $114MFeb '26 — $128.8MMar '26 — $128.8MApr '26 — $128.8MMay '26 — $128.8MJun '26 — $128.8M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$128.8Mregulatory AUM
Discretionary $128.8M