RIA Intelligence

PIVOTAL ASSET MANAGEMENT LLC

CRD #109360 SEC #801-55498 SAN FRANCISCO, CA 415-834-3500
SEC Registered
Total AUM
$224M
Discretionary
$224M
Employees
--
Clients
--
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CECHETTINI, RALPH, HENRYIMANAGERD Control
CECHETTINI, RALPH, HENRYIMANAGERD Control
LORD, CHRISTOPHER, HAWKINSIMANAGERD Control
LORD, CHRISTOPHER, HAWKINSIMANAGERD Control

Registrations

Federal

IA
Mar 27, 2002 REGISTERED

Notice Filings (2)

CA OK

Address

ONE EMBARCADERO CENTER
SUITE 2300
SAN FRANCISCO, CA 94111
USA
Phone: 415-834-3500