PPrivate Fund Data Log in Join · $37/mo

Pelican Investment Advisors, LLC

● SEC registered since 2026CRD 313227SEC# 801-136209Baton Rouge, LA
Export (members)
Reg. AUM
$128.5M
Employees
12
Accounts
272
Location
Baton Rouge, LA

Pelican Investment Advisors, LLC assets under management

Pelican Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Baton Rouge, LA. The firm has been registered since 2026. It reports $128.5 million in regulatory assets under management and employs 12 people.

Pelican Investment Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kathryn V Davis ControlCo-Managing Member/Cco25-50%2021
Kevin Bernard Richardson ControlCo-Managing Member10-25%2021
Michelle Richardson Owens ControlCo-Managing Member10-25%2021
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pelican Investment Advisors, LLC manage?

Pelican Investment Advisors, LLC reports $128.5 million in regulatory assets under management on its Form ADV.

How many employees does Pelican Investment Advisors, LLC have?

Pelican Investment Advisors, LLC reports 12 employees.

Where is Pelican Investment Advisors, LLC located?

Pelican Investment Advisors, LLC is based in Baton Rouge, LA and has been SEC-registered since 2026.

Does Pelican Investment Advisors, LLC disclose fund performance?

Pelican Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10307 Jefferson Highway, Suite a, Baton Rouge, LA 70809
Phone225-293-9283
Fax225-293-9285
Office hours9:00 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.3M
Non-discretionary$200K
Total (RAUM)$128.5M