Pensionbee

Overview

Pensionbee operates as a corporate, independent registered investment adviser and is SEC registered as of 2024. The firm serves individual and family clients, offering portfolio management services aimed at individuals and small businesses. Its business model charges clients a percentage of assets under management. Ownership is listed as a mix of foreign entity and individual interests, and the adviser does not operate as a capital allocator. Regulatory and operational flags from filings: Pensionbee is not designated as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm is not newly formed according to the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices