AMERICAN INVESTMENT PLANNERS LLC
SEC file number 801-71988
· JERICHO, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$38.4M
Discretionary AUM
$5M
Employees
18
Clients
9
Firm
- Address
- 500 NORTH BROADWAY
JERICHO, NY 11753 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Coatue Investimentos Lisboa, Inc Medium name-match confidence · CIK 2124054 · CO
- Panamerican VC Investments, LP Medium name-match confidence · CIK 1933940 · NM
- Pan-Am Investment Partners LLC Medium name-match confidence · CIK 1799046 · GA
- PlanIT Group Investment Partners, LLC Medium name-match confidence · CIK 1825970 · GA
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Pan-Am Investment Partners LLC · D · Jul 20, 2026$914K
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Coatue Investimentos Lisboa, Inc · D/A · May 27, 2026$575K
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Coatue Investimentos Lisboa, Inc · D · Apr 15, 2026$575K
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PlanIT Group Investment Partners, LLC · D · Feb 3, 2026$288.8K
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Panamerican VC Investments, LP · D/A · Nov 13, 2025
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Pan-Am Investment Partners LLC · D · Jan 3, 2025$562.8K