PANI BEKAERT PLUIM & CO. LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284853
Registered since
June 9, 2020

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • KEVIN PLUIM

    PresidentCRD 3109711

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth