|
⚲
|
| Pivotal Advisors LLC
✚
| |
|---|---|
| CRD # | 310612 |
| SEC # | 801-119532 |
| CIK # | |
| AUM | $420.5 MM (2024-05-15) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 646-535-1097 |
| Address | 45 Rockefeller Plaza New York, NY 10111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 8.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 412.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 420.5 |
| By Discretionary | ||
| Discretionary | 31 | 164.4 |
| Non-Discretionary | 3 | 256.1 |
| Total | 34 | 420.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.5 | |
| Total | 34 | 420.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.4 |
|
Capital Investment Management Inc
✚
|
MO | 0.4 |
|
Zuraw Financial Advisors LLC
✚
|
NC | 0.4 |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.4 |
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 0.4 |
|
Hudson Value Partners LLC
✚
|
FL | 0.4 |
|
Winch Advisory Services LLC
✚
|
WI | 0.4 |
|
New Capital Management LP
✚
|
TX | 0.4 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.4 |
|
OLIO Financial Planning LLC
✚
|
VA | 0.4 |