Pasnau Investment Management, Inc.

Overview

Pasnau Investment Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The adviser is not positioned as a capital allocator or pension consultant, is not an active ESG investor, and does not identify as a multi-state adviser. The firm’s operating model is a traditional discretionary wealth manager focused on tailoring portfolios for private clients rather than running pooled vehicles or acting as a fund-of-funds manager. The ADV indicates the firm relies on third-party custody and manages client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices