|
⚲
|
| Pivotal Advisors LLC
✚
|
|
|---|---|
| CRD # | 310612 |
| SEC # | 801-119532 |
| CIK # | |
| AUM | $355.0 MM (2022-07-22) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 646-535-1097 |
| Address | 45 Rockefeller Plaza New York, NY 10111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 336.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 355.0 |
| By Discretionary | ||
| Discretionary | 122 | 155.1 |
| Non-Discretionary | 2 | 199.8 |
| Total | 124 | 355.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.0 | |
| Total | 124 | 355.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenbush Financial Group LLC
✚
|
NY | 0.4 |
|
Exeter Financial LLC
✚
|
AZ | 0.4 |
|
Sage Capital Advisors LLC
✚
|
SD | 0.4 |
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Wimmer Associates I LLC
✚
|
CA | 0.4 |
|
New Capital Management LP
✚
|
TX | 0.4 |
|
Lighthouse Financial Services Inc
✚
|
CA | 0.4 |
|
Principal Advised Services LLC
✚
|
IA | 0.4 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.4 |
|
White Pine Investment Company
✚
|
MI | 0.3 |