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| Keyboard |
| Pivot Point Advisors LLC
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|---|---|
| CRD # | 130562 |
| SEC # | 801-129978 |
| CIK # | |
| AUM | 141.7 M (2026-02-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 713-715-7000 |
| Address | 5959 West Loop South Bellaire, TX 77401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 40.0 |
| (b) Individuals (high net worth individuals) | 27 | 101.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 141.7 |
| By Discretionary | ||
| Discretionary | 293 | 138.8 |
| Non-Discretionary | 12 | 2.9 |
| Total | 305 | 141.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.7 | |
| Total | 305 | 141.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LTG Capital LLC
✚
|
MA | 142.2 M |
|
Josh Arnold Investment Consultant LLC
✚
|
MN | 142.1 M |
|
Syndicated Capital Inc
✚
|
CA | 142.0 M |
|
Veritas Independent Partners LLC
✚
|
AR | 142.0 M |
|
Pulliam Family Office LLC
✚
|
CO | 141.7 M |
|
Integrated Financial Consulting LLC
✚
|
NY | 141.5 M |
|
Hawthorn Capital Management LLC
✚
|
141.1 M | |
|
Littlefield Asset Management Inc
✚
|
141.1 M | |
|
Dougherty & Associates LLC
✚
|
FL | 141.1 M |
|
Marathon Wealth Partners Inc
✚
|
141.1 M |