# Pivotal Advisors

Pivotal Advisors is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2020
- **Assets under management:** 164 (Altss estimate)
- **Website:** pivotal-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/pivotal-advisors

## Regulatory record

- **CRD number:** 310612
- **SEC file number:** 801-119532
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310612

## About

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.

## 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.

## Related profiles

- [Iberdrola](https://altss.com/profile/iberdrola)
- [Fiducia Wealth Management](https://altss.com/profile/fiducia-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pivotal-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology