Pensionbee Inc.
● SEC registered since 2024CRD 331741SEC# 801-130697London
Reg. AUM
$4M
Employees
15
Accounts
345
Location
London
Pensionbee Inc. assets under management
Pensionbee Inc. is an investment advisory firm registered with the SEC based in London. The firm has been registered since 2024. It reports $4 million in regulatory assets under management and employs 15 people.
Pensionbee Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Ronald Cavanagh Control | Chief Compliance Officer | Under 5% | 2024 |
| Pensionbee Group PLC Control | Parent Company | Over 75% | 2024 |
| Romina Rousslanova Savova Control | Ceo | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Pensionbee Inc. manage?
Pensionbee Inc. reports $4 million in regulatory assets under management on its Form ADV.
How many employees does Pensionbee Inc. have?
Pensionbee Inc. reports 15 employees.
Where is Pensionbee Inc. located?
Pensionbee Inc. is based in London and has been SEC-registered since 2024.
Does Pensionbee Inc. disclose fund performance?
Pensionbee Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 209 Blackfriars Road, London SE18NL |
| Phone | +44(0)20 3457 8444 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$4M▲ 582%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$4Mregulatory AUM
Discretionary $4M