Pasnau Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 125647
- Registered since
- November 19, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.37%
- HNWI43.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pasnau Investment Management, Inc. is a privately owned corporate RIA focused on fee-based portfolio management for individuals, families and small-business owners. The firm is SEC-registered (2025) and operates under a percentage-of-AUM fee model. Pasnau reports it does not act as a capital allocator and is not positioned as a pension consultant or multi-state adviser. ESG considerations are not flagged as an active investment priority. Advisory activity centers on discretionary portfolio management for individual and family clients. The firm uses external managers for some alternative exposure rather than internally deploying private capital, and it relies on a single primary custodian for custody and execution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds11%
- US Government Bonds10%
- Investment Grade Corp Bonds2%
Contacts
2 of 2William Pasnau
PresidentCRD 4417325
Benjamin Edmund
Operations SupportCRD 8135593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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