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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.
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 5. The disclosure may describe activities beyond the provider’s OCIO offering.

Fees and Compensation

Official SEC PDF
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