Investment adviser · CRD 330112
PANDI, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 115 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $668,349,318 | 48.5% |
| High-net-worth individuals | 8 | $440,060,879 | 31.9% |
| Corporations & businesses | 9 | $269,158,547 | 19.5% |
Filing source
Form ADV 2128562 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
300 WYANDOTTE STREET, SUITE 301KANSAS CITY, MO, 64105, United States
CRD 330112
Filing source
Form ADV 2128562 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.