Pivot Capital Partners LLC

Overview

Pivot Capital Partners LLC operates as a limited liability company and describes itself primarily as an advisory firm focused on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports multiple fee arrangements — percentage-of-AUM billing alongside hourly and fixed fees — and indicates it is an active ESG investor. The owner is an individual and the adviser is SEC-registered (registration year listed as 2025). The firm is not marked as a capital allocator and is not designated as a multi-state adviser. Regulatory and business-classification fields in the source are sparse; the filing classifies the adviser as unclassified. The firm includes an industry affiliation with an accountant, which suggests close ties to tax or accounting professionals as part of its client-service model.

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Location & Offices