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Pivotal Advisors LLC logo

Pivotal Advisors LLC

NEW YORK, NY

Form ADV and provider website profile · CRD 310612 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Pivotal Advisors LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
15Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$304MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$763MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered namePIVOTAL ADVISORS LLC

CRD number310612

Firm foundedNot reported

SEC registration dateNov 16, 2020

Employees4

Advisory professionals1

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

45 ROCKEFELLER PLAZA, 20TH FLOOR, NEW YORK, NY, 10111

646-535-1097

https://www.pivotal-advisors.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$1.1B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities99.6%$1.1B
High-Net-Worth0.4%$4M

Percentages and AUM are shown from the same reported Form ADV client-type records.