Piton Investment Management, LP
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 282517
- Registered since
- January 29, 2016
- Website
- www.pitonim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers67.81%
- Investment Companies24.44%
- Corporations / Businesses6.22%
- HNWI1.33%
- Individuals0.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Piton Investment Management, LP is a limited partnership operating as an institutional registered investment adviser. The firm is SEC-registered (registration year 2016) and is owned through a combination of a domestic entity and an individual. Piton serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm reports a preference for fixed-income instruments and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
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
- US Government Bonds38%
- Investment Grade Corp Bonds22%
- State & Local Bonds20%
- Exchange Traded Equities19%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Brian Lockwood
Chief Investment OfficerCRD 2402096
Walter Gilmore
Chief Compliance OfficerCRD 1996728
James Slattery
Chief Operating Officer & Chief Financial OfficerCRD 5790635
Contacts
3 of 5
Michael Farrell
Financial AdvisorCRD 7195826
James Fortescue
Managing PartnerCRD 2664841
Kristopher Konrad
Founding PartnerCRD 5847814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Garden City, NY
Nassau
Location
Garden City, NY
Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 401 Franklin Ave
- Time zone
- ET (UTC-5)
- Office locations
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