# Pensionbee

> Pensionbee is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 331741
- Filed as: PENSIONBEE
- Legal name: Pensionbee Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331741
- AdvisorCensus page: https://advisorcensus.com/firm/pensionbee-london-331741

## Quick answers

**How is Pensionbee compensated?**
On its Form ADV (Item 5.E, October 2026), Pensionbee reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pensionbee located?**
Pensionbee's principal office is in London, United Kingdom, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pensionbee registered with the SEC or a state?**
Pensionbee is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331741.

**How much does Pensionbee manage?**
Pensionbee reports $4,039,787 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Pensionbee's assets and staff changed since 2024?**
In the Form ADV data for Pensionbee: Regulatory assets under management: $0 in the October 2024 data and $4,039,787 in the October 2026 data. Total employees: 4 in October 2024 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pensionbee serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (345).

**Which custodians does Pensionbee use?**
Pensionbee's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Pensionbee report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331741

**What changed in Pensionbee's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,936,653 to $4,039,787 (+109%). Registered or notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,039,787
- Discretionary: $4,039,787
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 345 | $4,039,787 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 15 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- pensionbee.com/us
- Facebook facebook.com
- Instagram @pensionbee_us
- LinkedIn @pensionbee-us
- TikTok @pensionbee_us
- X @PensionBeeUS
- YouTube @PensionBee

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 4 | August 6, 2024 |
| October 2025 | $592,081 | 10 | July 1, 2025 |
| October 2026 | $4,039,787 | 15 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $4,039,787 in the October 2026 data.
Total employees: 4 in October 2024 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,936,653 to $4,039,787 (+109%).
- Registered or notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY.

### December 2025
- Regulatory assets under management went from $592,081 to $1,936,653 (+227%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pensionbee (CRD 331741): Form ADV filing data as of October 2026.