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Pandi, LLC
PANDI, LLC is a family office investment firm based in Kansas City, Missouri. Founded in 2024, the firm advises and manages multi-asset investment portfolios, primarily serving high-net-worth individuals and families. It is registered as an investment adviser with the SEC. The exact number of employees is not publicly disclosed.
Investment Strategy
PANDI, LLC focuses on actively advising and managing diversified, multi-asset investment portfolios tailored for high-net-worth clients and family office investors. Its approach is designed around long-term wealth preservation, prudent risk management, and strategic asset allocation that spans across public and private markets.
Latest 13F Filing Activity
Pandi, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 4 equity positions with a total 13F market value of $754M. The fund increased holdings in Vanguard Index Funds, Vanguard Index Funds, Vanguard Index Funds among other positions. Pandi, LLC reduced exposure to Palmer Square Capital BDC in, Vanguard Index Funds, Vanguard Index Funds among others.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FUNDS | 86.15% | $649.4M | 1,060,384 | $539.57 | $612.38 | +$2.4M |
V VB | VANGUARD INDEX FUNDS | 7.85% | $59.2M | 232,630 | $240.28 | $254.28 | +$4.0M |
V VO | VANGUARD INDEX FUNDS | 4.52% | $34.0M | 115,868 | $264.13 | $293.74 | +$1.6M |
P PSBD | PALMER SQUARE CAPITAL BDC IN | 1.48% | $11.2M | 911,854 | $15.20 | $12.27 | -$1.5M |
Industry Allocation
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