PINVEST

RIASEC RegisteredEst. 2024

Total AUM

$377M

Discretionary

$23.6K

0% of AUM

Avg account

$62.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 331586
Registered since: June 11, 2024
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, JULIUS BÄR, THE BANK OF NEW YORK MELLON, UBS FINANCIAL SERVICES INC., BANK SYZ LTD, UBS FINANCIAL SERVICES INC., LOMBARD ODIER, BANQUE PICTET & CIE SA, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Banking / Thrift Institutions53.06%
Corporations / Businesses46.94%
HNWI0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinvest operates as a limited liability company and registered with the SEC in 2024. The firm describes itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory services center on portfolio management for individuals/small businesses and for businesses or institutions, and it also performs selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing, hourly charges and other fee types. Pinvest does not identify as an active ESG investor. Industry affiliations listed for the firm include relationships with banking or thrift institutions and an insurance company. The firm’s ownership is a mix of a domestic entity and an individual.