Pasi Investments, LLC

Overview

Pasi Investments, LLC is an SEC registered investment adviser based in Farmington, CT, registered since 2008. It reports $676M in assets under management across 439 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$676M

Discretionary

87%

Accounts

439

Average account

$1.5M

Employees

8

Advisory reps

4

Registered since

2008

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Megan E Schneider Chairman, Treasurer CRD 7618402
• Matthew Gerard Riordan Chief Financial Officer CRD 1994424
• Melanie Joy Hancock Brown Chief Compliance Officer CRD 7276213

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Ronald Jay Fishman Investment Adviser Rep CRD 1449240
• Derek James Ivey Investment Adviser Rep CRD 7661097
• Jeffrey M Pangaro Insurance Agent · Investment Adviser Rep CRD 5650691

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

10 Talcott Notch Rd Fl 2
Farmington, CT 06032

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: pasiusa.com

Every state, with registration dates

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