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 that registered with the SEC in 2016. The firm provides portfolio management services to high-net-worth individuals and families as well as institutional clients, covering separately managed accounts for individuals/small businesses, investment companies, and other businesses or institutions. Its fee arrangements include AUM-based fees and fixed fees. Piton is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Investments & Alternatives
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 3JAMES SLATTERY
Chief Operating Officer & Chief Financial OfficerCRD 5790635
BRIAN LOCKWOOD
Chief Investment OfficerCRD 2402096
WALTER GILMORE
Chief Compliance OfficerCRD 1996728
Contacts
3 of 5Michael Farrell
Investment AnalystCRD 7195826
KRISTOPHER KONRAD
Founding PartnerCRD 5847814
JAMES FORTESCUE
Managing Partner and Board memberCRD 2664841
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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