PASI INVESTMENTS, LLC
CRD #145640 SEC #801-68712 FARMINGTON, CT 860-284-6880
SEC Registered
Total AUM
$564.2M
Discretionary
$453.8M
Employees
8
Clients
0
Accounts
467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $564.2M | $453.8M | $110.4M | 8 | 0 |
| Jun 2024 | $503.3M | $399.6M | $103.7M | 8 | 0 |
| Apr 2024 | $503.3M | $399.6M | $103.7M | 8 | 0 |
| Mar 2024 | $503.3M | $399.6M | $103.7M | 8 | 0 |
| Mar 2024 | $503.3M | $399.6M | $103.7M | 8 | 0 |
| Oct 2023 | $450.9M | $352.9M | $98M | 7 | 0 |
| Sep 2023 | $450.9M | $352.9M | $98M | 7 | 0 |
| Aug 2023 | $450.9M | $352.9M | $98M | 7 | 0 |
| Mar 2023 | $450.9M | $352.9M | $98M | 7 | 0 |
| Mar 2023 | $450.9M | $352.9M | $98M | 7 | 0 |
| Dec 2022 | $508.6M | $408.5M | $100.1M | 5 | 0 |
| Oct 2022 | $508.6M | $408.5M | $100.1M | 5 | 0 |
| Mar 2022 | $508.6M | $408.5M | $100.1M | 5 | 0 |
| Mar 2022 | $508.6M | $408.5M | $100.1M | 5 | 0 |
| Jan 2022 | $385.7M | $312.6M | $73.1M | 5 | 0 |
| Jul 2021 | $385.7M | $312.6M | $73.1M | 5 | 0 |
| Mar 2021 | $385.7M | $312.6M | $73.1M | 4 | 0 |
| Mar 2021 | $385.7M | $312.6M | $73.1M | 4 | 0 |
| Sep 2020 | $356.5M | $296.6M | $59.9M | 4 | 0 |
| May 2020 | $356.5M | $296.6M | $59.9M | 4 | 0 |
| Mar 2020 | $356.5M | $296.6M | $59.9M | 4 | 0 |
| Oct 2019 | $277.9M | $237.6M | $40.3M | 4 | 0 |
| Mar 2019 | $277.9M | $237.6M | $40.3M | 4 | 0 |
| Dec 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Nov 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Oct 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Jun 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Apr 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Mar 2018 | $258.7M | $212.2M | $46.5M | 4 | 0 |
| Apr 2017 | $204.6M | $153.4M | $51.2M | 4 | 200 |
| Mar 2017 | $204.6M | $153.4M | $51.2M | 4 | 200 |
| Mar 2016 | $150M | $5M | $145M | 4 | 200 |
| Aug 2015 | $181.5M | $0 | $181.5M | 4 | 200 |
| Mar 2015 | $181.5M | $0 | $181.5M | 4 | 200 |
| Jul 2014 | $171M | $0 | $171M | 4 | 200 |
| Feb 2014 | $171M | $0 | $171M | 4 | 200 |
| Jan 2013 | $152M | $0 | $152M | 5 | 200 |
| Feb 2012 | $121.7M | $0 | $121.7M | 1 | 110 |
| Dec 2011 | $110.8M | $0 | $110.8M | 1 | 26 |
| Mar 2011 | $110.8M | $0 | $110.8M | 5 | -- |
| Aug 2010 | $82.6M | $0 | $82.6M | 5 | -- |
| Mar 2010 | $82.6M | $0 | $82.6M | 5 | -- |
| Dec 2007 | $65.3M | $0 | $65.3M | -- | -- |
DateMar 2025
Total AUM$564.2M
Discretionary$453.8M
Non-Disc.$110.4M
Employees8
Clients0
DateJun 2024
Total AUM$503.3M
Discretionary$399.6M
Non-Disc.$103.7M
Employees8
Clients0
DateApr 2024
Total AUM$503.3M
Discretionary$399.6M
Non-Disc.$103.7M
Employees8
Clients0
DateMar 2024
Total AUM$503.3M
Discretionary$399.6M
Non-Disc.$103.7M
Employees8
Clients0
DateMar 2024
Total AUM$503.3M
Discretionary$399.6M
Non-Disc.$103.7M
Employees8
Clients0
DateOct 2023
Total AUM$450.9M
Discretionary$352.9M
Non-Disc.$98M
Employees7
Clients0
DateSep 2023
Total AUM$450.9M
Discretionary$352.9M
Non-Disc.$98M
Employees7
Clients0
DateAug 2023
Total AUM$450.9M
Discretionary$352.9M
Non-Disc.$98M
Employees7
Clients0
DateMar 2023
Total AUM$450.9M
Discretionary$352.9M
Non-Disc.$98M
Employees7
Clients0
DateMar 2023
Total AUM$450.9M
Discretionary$352.9M
Non-Disc.$98M
Employees7
Clients0
DateDec 2022
Total AUM$508.6M
Discretionary$408.5M
Non-Disc.$100.1M
Employees5
Clients0
DateOct 2022
Total AUM$508.6M
Discretionary$408.5M
Non-Disc.$100.1M
Employees5
Clients0
DateMar 2022
Total AUM$508.6M
Discretionary$408.5M
Non-Disc.$100.1M
Employees5
Clients0
DateMar 2022
Total AUM$508.6M
Discretionary$408.5M
Non-Disc.$100.1M
Employees5
Clients0
DateJan 2022
Total AUM$385.7M
Discretionary$312.6M
Non-Disc.$73.1M
Employees5
Clients0
DateJul 2021
Total AUM$385.7M
Discretionary$312.6M
Non-Disc.$73.1M
Employees5
Clients0
DateMar 2021
Total AUM$385.7M
Discretionary$312.6M
Non-Disc.$73.1M
Employees4
Clients0
DateMar 2021
Total AUM$385.7M
Discretionary$312.6M
Non-Disc.$73.1M
Employees4
Clients0
DateSep 2020
Total AUM$356.5M
Discretionary$296.6M
Non-Disc.$59.9M
Employees4
Clients0
DateMay 2020
Total AUM$356.5M
Discretionary$296.6M
Non-Disc.$59.9M
Employees4
Clients0
DateMar 2020
Total AUM$356.5M
Discretionary$296.6M
Non-Disc.$59.9M
Employees4
Clients0
DateOct 2019
Total AUM$277.9M
Discretionary$237.6M
Non-Disc.$40.3M
Employees4
Clients0
DateMar 2019
Total AUM$277.9M
Discretionary$237.6M
Non-Disc.$40.3M
Employees4
Clients0
DateDec 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateNov 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateOct 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateJun 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateApr 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateMar 2018
Total AUM$258.7M
Discretionary$212.2M
Non-Disc.$46.5M
Employees4
Clients0
DateApr 2017
Total AUM$204.6M
Discretionary$153.4M
Non-Disc.$51.2M
Employees4
Clients200
DateMar 2017
Total AUM$204.6M
Discretionary$153.4M
Non-Disc.$51.2M
Employees4
Clients200
DateMar 2016
Total AUM$150M
Discretionary$5M
Non-Disc.$145M
Employees4
Clients200
DateAug 2015
Total AUM$181.5M
Discretionary$0
Non-Disc.$181.5M
Employees4
Clients200
DateMar 2015
Total AUM$181.5M
Discretionary$0
Non-Disc.$181.5M
Employees4
Clients200
DateJul 2014
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees4
Clients200
DateFeb 2014
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees4
Clients200
DateJan 2013
Total AUM$152M
Discretionary$0
Non-Disc.$152M
Employees5
Clients200
DateFeb 2012
Total AUM$121.7M
Discretionary$0
Non-Disc.$121.7M
Employees1
Clients110
DateDec 2011
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees1
Clients26
DateMar 2011
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees5
Clients--
DateAug 2010
Total AUM$82.6M
Discretionary$0
Non-Disc.$82.6M
Employees5
Clients--
DateMar 2010
Total AUM$82.6M
Discretionary$0
Non-Disc.$82.6M
Employees5
Clients--
DateDec 2007
Total AUM$65.3M
Discretionary$0
Non-Disc.$65.3M
Employees--
Clients--