Pitcairn
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 333260
- Registered since
- October 23, 2024
- Website
- www.pitcairn.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.5%
- Charitable Organizations0.78%
- Pension & Profit Sharing Plans0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pitcairn operates as an independent registered investment adviser organized as a limited liability company. The firm describes itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for both individuals/small businesses and institutions, pension consulting and educational workshops. Its fee model includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. Pitcairn reports it is an active ESG investor and allocates to third‑party managers; it was SEC-registered in 2024. The firm received an accolade from CNBC’s Elite Advisors list in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds35%
- Private Funds24%
- State & Local Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
3 of 12
Justin Bakewell
Managing Director and Chief Executive OfficerCRD 5840238
Man Tou Iau
CFOCRD 6468394
John Mccarte
Chief Compliance OfficerCRD 7987387
Contacts
3 of 31
Peter Chirico
Relationship ManagerCRD 8096770
Robert Mileff
Managing Director, Alternative InvestmentsCRD 4493234
Karen Carlson
Managing Director, Relationship ManagerCRD 2701404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$735M in ETFs
98%
$723M
1%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $215M | 503,370 | 29.21% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 8 Tower Brg 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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