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Pasi Investments, LLC

Pasi Investments, LLC. CRD 145640

Pasi Investments, LLC logo

CRD: 145640

Pasi Investments, LLC

Farmington, CT, 06032
8602846880
www.pasiusa.com
$676.3M Total AUM
$589.6M Disc. AUM
9.2% 3Y CAGR
8 Employees
439 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
BeaconFusion catalyst +more
Established Date
01-16-2008
Office Locations
3

Office Locations

10 Talcott Notch Road Farmington CT
986 South Main Street Cheshire CT
-- Mcallen TX

About Pasi Investments, LLC

PASI (Pension Administrative Services Inc.) is a New England-based pension consulting and third-party administrator focused on small-business retirement plans. The firm designs, implements, communicates, and evaluates retirement programs, covering compliance and ongoing plan administration with a proactive, highly responsive service model. PASI cites top client-service ratings among TPAs in a Gregory Group satisfaction survey commissioned by Transamerica.

Team overview

60 AVG AGE
$169.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Alpha

Client Personas

Matrix atlas

Custodian

Meridian Vector Momentum Fusion atlas Summit momentum Horizon pioneer Eagle harbor Vector Prime meridian

Fund Managers

Timber horizon

Investment Themes

Vector

Investment Vehicles

Quantum wave Optima eagle

Services

Ridge radial Frontier Quantum Atlas legacy Signal Wave

Technology

Crest North atlas Foundation

Owner & Executives

M

Melanie Joy Hancock Brown

Chief Compliance Officer

CRD
#7276213
Ownership
Less than 5%
(613) 610-1505
radial.vector@insightcapital.com
in linkedin.com/in/summit-ember
Jacques Pierre

Jacques Pierre

Owner, Secretary, Senior Vice President

CRD
--
Ownership
Less than 5%
(256) 454-4139
zenith.focus@embercapital.com
in linkedin.com/in/fusion-harbor
R

Radial radial

Crest bridge

CRD
#74819
Ownership
14.1%
(607) 329-7192
vector.capital@fusioncapital.com
in linkedin.com/in/delta-beacon

Showing 2 of 4 owners & executives

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Contacts

RONALD JAY FISHMAN

RONALD JAY FISHMAN

Partner

CRD
#1449240
(388) 473-7690
value.summit@signalcapital.com
in linkedin.com/in/legacy-unison
D

Derek James Ivey

--

CRD
#7661097
(820) 795-8775
wave.value@elementcapital.com
in linkedin.com/in/ridge-radial
O

Oak signal

Prime vertex vital

CRD
#33240
(453) 630-3768
fusion.alpha@primecapital.com
in linkedin.com/in/prime-pathway

Showing 2 of 8 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
10-10-2023
06-05-2024
03-27-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $589,621,214 $1,597,889
Non-Discretionary $86,675,234 $1,238,218
Total $676,296,448 $1,540,539

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Separately Managed Accounts

Total SMA Asset: $676,296,448

$676.3M Total SMA
Public Funds:
19.9%
Other:
9.0%
Equity - Exchange:
21.5%
Cash:
24.7%
U.S. Government/Agency:
24.9%
Asset class Assets Assets %
Public Funds $960,859,534 19.9%
Other $434,559,588 9.0%
Equity - Exchange $1,038,114,572 21.5%
Cash $1,192,624,648 24.7%
U.S. Government/Agency $1,202,281,528 24.9%
Total $4,828,439,870 100.0%

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