AdFi
PL

PANDI, LLC

SEC Registered
KANSAS CITY, MOhttps://pandikc.com913-437-9900
Assets Under Management
$1B–$5B
Employees
20
Office Locations
1 office
Total Accounts
115

About the firm

Pandi, LLC is a Kansas City-based family office investment firm that advises and manages multi-asset investment portfolios.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Family OfficeInvestment AdvisoryMulti-asset PortfoliosPortfolio Management

Services

Advises and manages multi-asset investment portfolios.

Who they serve

Client segmentClientsAssets managed
High Net Worth Individuals8$440M

3 total clients reported on Form ADV.

Leadership

Llc Excolo
MEMBER
Llc Tifec
MEMBER
Clifford W. Illig Revocable Trust
MEMBER
Clifford Wayne Illig
TRUSTEE
Will O'neal Patterson Revocable Trust
MEMBER
William O'neal Patterson
TRUSTEE
Clay Allen Patterson
TRUSTEE
Cortney Patterson Barton Revocable Trust
MEMBER
Cortney Patterson Barton
TRUSTEE
Clay Allen Patterson Revocable Trust
MEMBER
Lindsey Patterson Smith Revocable Trust
MEMBER
Lindsey Patterson Smith
TRUSTEE
Lauren Elizabeth Heyen
CHIEF COMPLIANCE OFFICER
Matthew Gene Ferguson
CHIEF EXECUTIVE OFFICER/CHIEF INFORMATION OFFICER
Maureen Mcgannon Evans
CHIEF FINANCIAL OFFICER

Office locations

1 office in 1 state
MO
KANSAS CITYHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#330112
SEC Number
801-131022
Disciplinary History
No
Fee Model & Minimums
Model: Hourly / Flat Fee

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PANDI, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

PANDI, LLC in KANSAS CITY, MO | AdvisorFinder