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Pivotal Advisors
Pivotal Advisors was established in 2020 as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that...
Pivotal Advisors
Pivotal Advisors was established in 2020 as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that include investment management and portfolio management. No asset-class allocations, named holdings, co-investors, or geographic deployment details appear in available records. Services target high-net-worth individuals, families, and institutions. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no identified succession plan, hybrid vehicle, or sourcing model beyond conventional advisory services.
General information
Firm type
Wealth Manager
Year founded
2020
AUM
164 (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Frequently asked questions
Who runs investment decisions at Pivotal Advisors?
No named principals or investment committee members are disclosed in public records.
Does Pivotal Advisors participate in fund commitments or only direct deals?
Available information does not specify allocation between funds and direct investments.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family or operating business.
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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