|
⚲
|
| Keyboard |
| Pinvest LLC
✚
|
|
|---|---|
| CRD # | 331586 |
| SEC # | 801-130446 |
| CIK # | |
| AUM | 377.5 M (2026-06-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 78624473467864588491 |
| Address | 396 Alhambra Circle Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 2 | 200.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 177.2 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 377.5 |
| By Discretionary | ||
| Discretionary | 3 | 0.0 |
| Non-Discretionary | 3 | 377.5 |
| Total | 6 | 377.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 177.2 | |
| United States Persons | 200.3 | |
| Total | 6 | 377.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freedom Financial Partners LLC
✚
|
MN | 377.9 M |
|
Financial Advisory Partners LLC
✚
|
FL | 377.8 M |
|
Ashworth Wealth LLC
✚
|
UT | 377.8 M |
|
Axis Wealth Partners LLC
✚
|
RI | 377.4 M |
|
Family Legacy Inc
✚
|
SC | 377.3 M |
|
New River Financial Group LLC
✚
|
VA | 377.1 M |
|
JPS Financial LLC
✚
|
OH | 377.0 M |
|
NorthStar Advisory Group LLC
✚
|
NJ | 377.0 M |
|
Advisor Share Wealth Management LLC
✚
|
WA | 376.9 M |
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |