|
⚲
|
| Pivotal Advisors LLC
✚
|
|
|---|---|
| CRD # | 310612 |
| SEC # | 801-119532 |
| CIK # | |
| AUM | $1.1 B (2026-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 646-535-1097 |
| Address | 45 Rockefeller Plaza New York, NY 10111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 1,062.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 1,066.7 |
| By Discretionary | ||
| Discretionary | 14 | 303.8 |
| Non-Discretionary | 1 | 762.9 |
| Total | 15 | 1,066.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,066.7 | |
| Total | 15 | 1,066.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 1.1 |
|
Hendershot Investments Inc
✚
|
1.1 | |
|
Ategenos Capital LLC
✚
|
PA | 1.1 |
|
Insight Wealth Strategies LLC
✚
|
CA | 1.1 |
|
Vestia Advisors LLC
✚
|
IN | 1.1 |
|
Hanson & Doremus Investment Management
✚
|
VT | 1.1 |
|
FORM Wealth Advisors LLC
✚
|
WI | 1.1 |
|
Coyle Financial Counsel LLC
✚
|
IL | 1.0 |
|
Bridgeport Financial Solutions LLC
✚
|
AZ | 1.0 |
|
Manchester Financial Inc
✚
|
CA | 1.0 |