Pivot Point Advisors

Brett Anderson, the founder and president, serves as the primary investment decision-maker. He draws on his background as a financial planner and practice owner to evaluate opportunities, supported by a network of tax counsel and estate specialists. The office does not operate an investment committee structure typical of multi-family offices.

Yes. The firm co-invests with a select network of regional developers, family-run enterprises, and specialty finance groups. Its November 2023 healthcare lending expansion, for example, was executed through a Minneapolis-based co-lending partner rather than a fund commitment.

The office concentrates on the Upper Midwest, with a heavy weighting toward Minnesota-based private companies and Twin Cities real estate. There is no public indication of active investments outside the continental United States.