KANSAS CITY, MOCRD 330112Latest ADV March 26, 2026
Pandi, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 26, 2026, reports $1.4B in regulatory assets under management, 20 employees, and 115 accounts.
Assets Under Management
$1.4B
Employees
20
Offices
--
Total Clients
17
Primary office
KANSAS CITY, MO
300 WYANDOTTE STREET, SUITE 301, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 52.9% of total clients.
Top client categories% of clientsClients
1
Corporations
52.9%
9
2
HNWI
47.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 26, 2026
Discretionary49.5%
$681M
49% of total RAUM49.5%
Non-discretionary50.5%
$696M
51% of total RAUM50.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts115
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+9 (+81.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.