Pensionbee
Pensionbee is an SEC-registered mass-market adviser in London with $4.0M assets under management (AUM, regulatory AUM), +582% over one year. See who owns Pensionbee: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331741, SEC 801-130697, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $4.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- London
- Employees
- 15
- Clients
- 345
- CRD
- 331741
- Ownership
- SAVOVA, ROMINA, ROUSSLANOVA; Cavanagh, Matthew, Ronald; PENSIONBEE GROUP PLC
How much AUM does Pensionbee have?
Pensionbee reported $4.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Pensionbee?
Disclosed owners and executives of Pensionbee include SAVOVA, ROMINA, ROUSSLANOVA, Cavanagh, Matthew, Ronald, PENSIONBEE GROUP PLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.