PANI BEKAERT PLUIM & CO. LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 284853
- Registered since
- June 9, 2020
Firm profile
FINTRXOverview
Pani Bekaert Pluim & Co LLC is a boutique advisor organized as a limited liability company and registered with the SEC in 2020. The firm reports an owner-type of Individual and is classified as unclassified for advisory purpose reporting. Its public filings show no reported retail advisory client accounts; instead the firm's activity centers on managing pooled investment vehicles. The asset mix reported points to a primary focus on alternative strategies, led by a materially sized hedge fund alongside smaller private equity and other pooled vehicles. The firm does not identify itself as an active ESG investor and does not report multi-state advisory activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KEVIN PLUIM
PresidentCRD 3109711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- The Presidio Halleck St
- Time zone
- PT (UTC-8)
- Office locations
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