# Pani Bekaert Pluim & Co. LLC

> Pani Bekaert Pluim & Co. LLC is an exempt reporting adviser in San Francisco, CA, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 284853
- Filed as: PANI BEKAERT PLUIM & CO. LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284853
- AdvisorCensus page: https://advisorcensus.com/firm/pani-bekaert-pluim-and-co-llc-san-francisco-ca-284853

## Quick answers

**Where is Pani Bekaert Pluim & Co. LLC located?**
Pani Bekaert Pluim & Co. LLC's principal office is in San Francisco, CA, according to its Form ADV.

**How does Pani Bekaert Pluim & Co. LLC report to regulators?**
Pani Bekaert Pluim & Co. LLC is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 284853.

**Does Pani Bekaert Pluim & Co. LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284853

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (6 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 3, 2021 |
| October 2022 | Not reported | Not reported | March 28, 2022 |
| October 2023 | Not reported | Not reported | March 15, 2023 |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | Not reported | Not reported | April 1, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pani Bekaert Pluim & Co. LLC (CRD 284853): Form ADV filing data as of October 2026.