Falists
← Back to search

PASNAU INVESTMENT MANAGEMENT, INC.

CRD 125647 · SEC 801-134617

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128.8M

Discretionary AUM

$128.8M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-17

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals208$72.6M
High net worth individuals25$56.2M

States served

CA, MA, NY, TX, CT

All web addresses on file

Official SEC filing: View on IAPD