Pivotal Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$304M

28% of AUM

Avg account

$71.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 310612
Registered since: November 16, 2020
Website: www.pivotal-advisors.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations99.65%
HNWI0.35%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pivotal Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee model combines a percentage-of-AUM schedule with fixed fees. Core advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection and oversight of other advisers, pension consulting services, and educational workshops. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.