# Pivot Point Advisors

Pivot Point Advisors is a RIA based in Bellaire, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bellaire, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** pivotpointadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/pivot-point-advisors

## Regulatory record

- **CRD number:** 130562
- **SEC file number:** 801-129978
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130562

## About

PIVOT POINT ADVISORS, LLC is an SEC-registered investment adviser in BELLAIRE, TX, registered since 2024. The firm manages $142 million in assets, $139 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Financial Services
- Real Estate
- Private Credit
- Healthcare Services

## People

- Brett Anderson — Founder and President

## Questions

### Who makes investment decisions at 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.

### Does Pivot Point Advisors invest alongside external partners?

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.

### Where is Pivot Point Advisors' capital deployed geographically?

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.

## Related profiles

- [Wilsey Asset Management](https://altss.com/profile/wilsey-asset-management-incorporated)

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Last updated: 2026-07-06T01:24:23.363Z

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