PPrivate Fund Data Log in Join · $37/mo

Pivotal Advisors LLC

● SEC registered since 2020CRD 310612SEC# 801-119532New York, NY
Export (members)
Reg. AUM
$412.3M
Employees
3
Accounts
18
Location
New York, NY

Pivotal Advisors LLC assets under management

Pivotal Advisors LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $412.3 million in regulatory assets under management and employs 3 people.
www.pivotal-advisors.comView on SEC.gov ↗

Pivotal Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Tiffany Catherine McGhee ControlChief Executive Officer, Chief Investment Officer, Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Pivotal Advisors LLC manage?

Pivotal Advisors LLC reports $412.3 million in regulatory assets under management on its Form ADV.

How many employees does Pivotal Advisors LLC have?

Pivotal Advisors LLC reports 3 employees.

Where is Pivotal Advisors LLC located?

Pivotal Advisors LLC is based in New York, NY and has been SEC-registered since 2020.

Does Pivotal Advisors LLC disclose fund performance?

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

Contact & registration

Address45 Rockefeller Plaza, 20th Floor, New York, NY 10111
Phone646-535-1097
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$352.2M
Non-discretionary$60M
Total (RAUM)$412.3M