Pivot Point Advisors, LLC
● SEC registered since 2024CRD 130562SEC# 801-129978Bellaire, TX
Reg. AUM
$141.7M
Employees
3
Accounts
305
Location
Bellaire, TX
Pivot Point Advisors, LLC assets under management
Pivot Point Advisors, LLC operates as an SEC-registered investment adviser based in Bellaire, TX. The firm has been registered since 2024. It reports $141.7 million in regulatory assets under management and employs 3 people.
Pivot Point Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Benjamin Schindler Control | Member/Compliance Officer | 50-75% | 2004 |
| Martin Gremm Control | Managing Member/Ceo/Cco | 50-75% | 2004 |
Frequently asked questions
How much does Pivot Point Advisors, LLC manage?
Pivot Point Advisors, LLC reports $141.7 million in regulatory assets under management on its Form ADV.
How many employees does Pivot Point Advisors, LLC have?
Pivot Point Advisors, LLC reports 3 employees.
Where is Pivot Point Advisors, LLC located?
Pivot Point Advisors, LLC is based in Bellaire, TX and has been SEC-registered since 2024.
Does Pivot Point Advisors, LLC disclose fund performance?
Pivot Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5959 West Loop South, Suite 333, Bellaire, TX 77401 |
| Phone | 713-715-7000 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$141.7Mregulatory AUM
Discretionary $138.8MNon-discretionary $2.9M