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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hancock Brown, Melanie, Joy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLEHER, NEIL | I | MEMBER | NA | |
| KELLEHER, NEIL | I | MEMBER | NA | |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| Pierre, Jacques | I | SENIOR VP & SECRETARY | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RIORDAN, MATTHEW, GERARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| SCHNEIDER, MEGAN, E | I | CHAIRMAN & TREASURER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING PARTNER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING PARTNER | NA | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| U.S. RETIREMENT PARTNERS, INC. | DE | MEMBER | E | Control |
| FISHMAN, RONALD, JAY | I | MEMBER | D | Control |
| FISHMAN, RONALD, JAY | I | MEMBER | D | Control |
| FISHMAN, RONALD, JAY | I | MEMBER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| RF CONSULTING, LLC | DE | OWNER | D | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PANGARO WEALTH MANAGEMENT, LLC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | S CORP | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| PENSION ADMINISTRATIVE SERVICES, INC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| RF CONSULTING, LLC | DE | OWNER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WESTMAN, DAVID, J | I | MANAGING MEMBER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WETSMAN, DAVID, J | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| FISHMAN, RONALD, JAY | I | MANAGING MEMBER | B | Control |
| MARTEL, PAUL, ROGER | I | MEMBER | B | |
| YOUELL, GARY, BRUCE | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP HOLDINGS, LP | F | Control |
| TVG-KUSRP HOLDINGS GP, LLC | DE | TVG-KUSRP AGGREGATOR, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V, LP | F | Control |
| VISTRIA GP V, LP | DE | VISTRIA FUND V (FT), LP | F | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP ACQUISITION, INC. | DE | USRP HOLDINGS, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP HOLDINGS, INC. | DE | KUSRP INTERMEDIATE, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| KUSRP INTERMEDIATE, INC. | DE | KUSRP ACQUISITION, INC. | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| PANGARO, JEFFREY, MICHAEL | I | PANGARO WEALTH MANAGEMENT, LLC | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| TVG-KUSRP HOLDINGS, LP | DE | KUSRP HOLDINGS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| USRP HOLDINGS, INC. | DE | U.S. RETIREMENT PARTNERS, INC. | E | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | D | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | D | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | D | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | D | Control |
| FISHMAN, RONALD, JAY | I | RF CONSULTING, LLC | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| TVG-KUSRP AGGREGATOR, LP | DE | TVG-KUSRP HOLDINGS, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| VISTRIA FUND V, LP | DE | TVG-KUSRP AGGREGATOR, LP | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | D | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| VISTRIA FUND V (FT), LP | DE | TVG-KUSRP AGGREGATOR, LP | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| WETSMAN, DAVID, J | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
| Wetsman, Lori | I | PENSION ADMINISTRATIVE SERVICES, INC | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
CO CT FL MA NH NY PA TX
Address
10 TALCOTT NOTCH ROAD2ND FLOOR
FARMINGTON, CT 06032
United States
Phone: 860-284-6880