PB
Pani Bekaert Pluim & Co. Llc
SEC-registered
Investment Adviser
CRD 284853
· SEC file 802-119032
· San Francisco, CA
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ADV data as of Apr 01, 2026
- Regulatory AUM
- —
- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $141M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rbf Capital, Llc | Hedge Fund | Delaware | $125M | 0 |
| Marview Holdings, Inc. | Other Private Fund | Nevada | $15.0M | 0 |
| Colby Special Situations Fund I, Lp | Private Equity Fund | Delaware | $1.2M | 4 |
Private funds (3, $141M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rbf Capital, Llc | Hedge Fund | $125M | $0 | 0 |
| Marview Holdings, Inc. | Other Private Fund | $15.0M | $0 | 0 |
| Colby Special Situations Fund I, Lp | Private Equity Fund | $1.2M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 868 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗