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Building 2PIVOTAL ADVISORS LLC

Map pinNEW YORK, NY
Phone646-535-1097
NotebookSEC #801-119532
Total AUM
$1.1B
Employees
4
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 ROCKEFELLER PLAZA
20TH FLOOR
NEW YORK
NY 10111
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
646-535-1097

ReceiptFinancials

Total AUM
$1.1B
Accounts
15
Discretionary
$303.8M
Accounts
14
Non-Discretionary
$762.9M
Accounts
1

ContactClients

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HNW Individual Clients
6
AUM
$3.8M
Charitable Organization Clients
9
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PERFORMANCE REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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