# PANDI, LLC

PANDI, LLC of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 330112
- Type: SEC-registered investment adviser
- SEC file number: 801-131022
- Location: 300 WYANDOTTE STREET, SUITE 301, KANSAS CITY, MO, 64105
- Phone: 913-437-9900
- Latest filing: 2026-03-26
- Regulatory AUM: $1.4B
- Discretionary AUM: $681.4M
- Non-discretionary AUM: $696.2M
- Clients: 20
- Accounts: 115

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Clifford Wayne Illig | TRUSTEE | — |
| William O'Neal Patterson | TRUSTEE | — |
| Cortney Patterson Barton | TRUSTEE | — |
| Clay Allen Patterson | TRUSTEE | — |
| Lindsey Patterson Smith | TRUSTEE | — |
| Lauren Elizabeth Heyen | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Matthew Gene Ferguson | CHIEF EXECUTIVE OFFICER/CHIEF INFORMATION OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Dante Antonio Roldan | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Dante Roldan | CHIEF COMPLIANCE OFFICER | Kansas City, MO |
| Maureen Mcgannon Evans | CHIEF FINANCIAL OFFICER | — |
| PATTERSON WILLIAM | TRUSTEE | — |
| PATTERSON BRUCE ALLEN | TRUSTEE | — |
| PATTERSON JOHN CLAY | TRUSTEE | — |
| Illig Clifford | TRUSTEE | — |
| Barton Cortney | TRUSTEE | — |
| Smith Lindsey | TRUSTEE | — |
| HEYEN LAUREN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON MATTHEW GENE | CHIEF EXECUTIVE OFFICER/CHIEF INFORMATION OFFICER | — |
| EVANS MAUREEN MCGANNON | CHIEF FINANCIAL OFFICER | — |
| ILLIG CLIFFORD WAYNE | TRUSTEE | — |
| PATTERSON WILLIAM O'NEAL | TRUSTEE | — |
| BARTON CORTNEY PATTERSON | TRUSTEE | — |
| SMITH LINDSEY PATTERSON | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330112/similar
- Related entities: https://search.stillhousedata.com/firm/330112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.