Pisces Financial Advisors

No named investment principals have been publicly disclosed. The firm is registered as an RIA, which implies a designated Chief Investment Officer or investment committee, but their identities are not available from public records.

Pisces likely relies on third-party fund managers, custodians, and broker-dealers for portfolio construction, as is common for RIAs. There is no public evidence of proprietary deal sourcing or direct co-investment programs.

Pisces Financial Advisors is structured as a multi-family office and RIA, serving multiple unrelated families. This is evidenced by its RIA registration and lack of attribution to a specific wealth originator.

Given its RIA structure, Pisces likely allocates primarily to commingled funds and custom managed accounts rather than direct private equity deals. No direct investments have been publicly reported.

The firm's approach is asset allocation across public markets and alternatives, not stage-focused venture or growth equity. It targets mature, liquid asset classes suitable for wealth management clients.

No sector restrictions have been publicly disclosed. As a wealth manager, the firm likely does not maintain a public list of avoidance sectors, unlike thematic venture firms.

There is no public record of Pisces engaging in co-investments. The firm's RIA model typically does not involve principal co-investment, but this cannot be confirmed.