Pivotal Advisors LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 310612 · regulatory data as of Mar 31, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 08/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- 75% or more
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Tiffany Catherine Mcghee | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer | 08/2020 | Individual | Yes | 75% or more |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVTC
Tiffany Catherine Mcghee
Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives1
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateNov 16, 2020
CRD number310612