PASI INVESTMENTS, LLC

Overview

Pasi Investments, LLC is a SEC‑registered investment adviser organized as a limited liability company and active since 2008. The firm serves both individual/family clients and institutional clients, offering portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements combine percentage of assets under management and fixed fees. Investment activity is centered on publicly available pooled vehicles rather than direct security selection. The firm identifies as an active ESG investor, which suggests ESG criteria are applied within its public-fund sleeves or model portfolios. Although the ADV marks the firm as not a capital allocator and not registered as a multi‑state adviser, Pasi Investments operates from multiple physical locations and supports retirement-plan relationships, indicating a mix of retail and fiduciary institutional work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices