Pivotal Advisors LLC
● SEC registered since 2020CRD 310612SEC# 801-119532New York, NY
Reg. AUM
$1.07B
Employees
4
Accounts
15
Location
New York, NY
Pivotal Advisors LLC assets under management
Pivotal Advisors LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 4 people.
Pivotal Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tiffany Catherine McGhee Control | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Pivotal Advisors LLC manage?
Pivotal Advisors LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pivotal Advisors LLC have?
Pivotal Advisors LLC reports 4 employees.
Where is Pivotal Advisors LLC located?
Pivotal Advisors LLC is based in New York, NY and has been SEC-registered since 2020.
Does Pivotal Advisors LLC disclose fund performance?
Pivotal Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 Rockefeller Plaza, 20th Floor, New York, NY 10111 |
| Phone | 646-535-1097 |
| Office hours | 9:00-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 159%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $303.8MNon-discretionary $762.9M