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Pivot Point Advisors, LLC

● SEC registered since 2024CRD 130562SEC# 801-129978Bellaire, TX
Export (members)
Reg. AUM
$131.1M
Employees
3
Accounts
301
Location
Bellaire, TX

Pivot Point Advisors, LLC assets under management

Pivot Point Advisors, LLC operates as an SEC-registered investment adviser based in Bellaire, TX. The firm has been registered since 2024. It reports $131.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/pivot-point-advisorsView on SEC.gov ↗

Pivot Point Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Marc Benjamin Schindler ControlMember/Compliance Officer50-75%2004
Martin Gremm ControlManaging Member/Ceo/Cco50-75%2004

Frequently asked questions

How much does Pivot Point Advisors, LLC manage?

Pivot Point Advisors, LLC reports $131.1 million in regulatory assets under management on its Form ADV.

How many employees does Pivot Point Advisors, LLC have?

Pivot Point Advisors, LLC reports 3 employees.

Where is Pivot Point Advisors, LLC located?

Pivot Point Advisors, LLC is based in Bellaire, TX and has been SEC-registered since 2024.

Does Pivot Point Advisors, LLC disclose fund performance?

Pivot Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5959 West Loop South, Suite 333, Bellaire, TX 77401
Phone713-715-7000
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.1M
Non-discretionary$972K
Total (RAUM)$131.1M