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Pivot Point Wealth Planning
PIVOT POINT WEALTH PLANNING is an SEC-registered investment adviser in BRANDENBURG, KY. The firm manages $30 million in assets, $26 million on a discretionary...
Pivot Point Wealth Planning
PIVOT POINT WEALTH PLANNING is an SEC-registered investment adviser in BRANDENBURG, KY. The firm manages $30 million in assets, $26 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Pivot Point Wealth Planning?
The firm does not publicly name its investment committee. Given its legal origin, decisions are likely led by the founding principals, who combine legal and financial planning credentials. No single CIO has been disclosed.
How does Pivot Point source proprietary deal flow?
Pivot Point relies on a network of tax attorneys and trust officers who refer families and co-investment opportunities. It also participates in club deals via professional networks, but no dedicated sourcing team has been identified. Direct origination appears limited (per public filings, 2022).
Is Pivot Point structured as a single-family office or operating like a venture firm?
Pivot Point is a single-family office. It does not market itself as a multi-family office or asset manager. Its structure prioritizes planning and administration over portfolio growth, distinguishing it from investment-driven family offices.
Does Pivot Point participate in fund commitments or only direct deals?
Pivot Point uses a hybrid approach: it commits to fund vehicles from major firms such as Blackstone and KKR (per public records, 2022), and also makes direct investments in real estate. Co-investments are selectively pursued alongside trusted GPs.
Which sectors does Pivot Point explicitly avoid?
Based on the firm's conservative mandate, it avoids venture capital, cryptocurrencies, and high-turnover trading. The focus is on long-duration, tax-efficient assets like public equities, fixed income, and real estate in stable jurisdictions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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