Pivot Capital Management, LLC

Overview

Pivot Capital Management, LLC is a small, privately held advisory firm that blends financial planning and portfolio management for individuals and small businesses with adjacent business lines in real estate brokerage, insurance brokerage and accounting. The firm charges clients on a percentage-of-AUM and fixed-fee basis and reports its advisory work is conducted on a non‑discretionary basis. Investment activity centers on equities — particularly exchange‑traded securities — with manager allocation interest that includes real estate exposure and selective alternative plays such as digital currency. Given the firm’s business affiliations, investment sourcing and product selection appear influenced by its real estate and insurance capabilities: real estate and REIT positions complement its brokerage activity while annuities and corporate debt align with its insurance and accounting relationships for cash‑flow and liability management. Pivot Capital is not an active ESG investor and operates from a single state-level office rather than as a multi‑state adviser.

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