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PENSIONBEE
Legal name: PENSIONBEE INC.
CRD 331741File 801-130697
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.0M
Bottom 25% of cohort (national)
Discretionary AUM
$4.0M
Clients
345
345 accounts
Employees
15
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 164 | 345 | increased by181 |
| Apr 1, 2026 | AUM | $1,936,653 | $4,039,787 | increased by$2,103,134 |
| Apr 1, 2026 | Accounts | 164 | 345 | increased by181 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 15 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 28 | 164 | increased by136 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $592,081 | $1,936,653 | increased by$1,344,572 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 28 | 164 | increased by136 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PENSIONBEE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PENSIONBEE” may also match similarly-named firms). Confirm identity against each filing.
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.