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PINVEST
PINVEST LLC
CRD 331586 · SEC 801-130446
396 ALHAMBRA CIRCLE, PH2, CORAL GABLES, FL, 33134, United States
Phone
786 244-7346 786 458-8491
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.5M
Discretionary AUM
$24K
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $0 |
| High net worth individuals | 2 | $24K |
| Banking/thrift institutions | 2 | $200.3M |
| Corporations/business entities | 1 | $177.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD