PIVOTAL ADVISORS LLC

CRD 310612 · SEC 801-119532

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

Phone

646-535-1097

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.07B

Discretionary AUM

$303.8M

Team

4 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsPERFORMANCE REPORTING

Client types

Type	Clients	AUM
High net worth individuals	6	$3.8M
Charitable organizations	9	$1.06B

All web addresses on file

http://www.pivotal-advisors.com

Official SEC filing: View on IAPD