| Name | Title | Ownership | Since |
|---|---|---|---|
| Dante Antonio Roldan Control | Chief Compliance Officer | Under 5% | 2025 |
| Excolo, LLC Control | Member | 50-75% | 2023 |
| Lauren Elizabeth Heyen Control | Chief Financial Officer | Under 5% | 2024 |
Pandi, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Pandi, LLC reports 14 employees.
Pandi, LLC is based in Kansas City, MO and has been SEC-registered since 2024.
Pandi, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 Wyandotte Street, Suite 301, Kansas City, MO 64105 |
| Phone | 913-437-9900 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.48B |
| Non-discretionary | $557.4M |
| Total (RAUM) | $2.04B |