PENSIONBEE

Legal name: PENSIONBEE INC.

CRD 331741File 801-130697

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.0M

Bottom 25% of cohort (national)

Discretionary AUM

$4.0M

Clients

345

345 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Jul 16, 2024
Principal office: 209 BLACKFRIARS ROAD, LONDON, SE18NL
Phone: +44(0)20 3457 8444
Website: https://www.instagram.com/pensionbee_us/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.0M
Discretionary AUM: $4.0M
Non-discretionary AUM: $0
Discretionary accounts: 345
Non-discretionary accounts: 0
Total accounts: 345
AUM per client: $12K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	345	$4.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.