PIVOT POINT ADVISORS, LLC
CRD #130562 SEC #801-129978 BELLAIRE, TX 713-715-7000
SEC Registered
Total AUM
$131.1M
Discretionary
$130.1M
Employees
3
Clients
10
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $131.1M | $130.1M | $971.8K | 3 | 4 |
| Mar 2024 | $120.6M | $120.6M | $0 | 3 | 4 |
| Mar 2024 | $120.6M | $120.6M | $0 | 3 | 4 |
| Apr 2010 | $22M | $22M | $0 | 5 | -- |
| Apr 2009 | $22.5M | $21.2M | $1.3M | 5 | -- |
| Mar 2009 | $22.5M | $21.2M | $1.3M | 5 | -- |
| Jan 2008 | $31M | $29.7M | $1.3M | 5 | -- |
DateMar 2025
Total AUM$131.1M
Discretionary$130.1M
Non-Disc.$971.8K
Employees3
Clients4
DateMar 2024
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees3
Clients4
DateMar 2024
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees3
Clients4
DateApr 2010
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$22.5M
Discretionary$21.2M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2009
Total AUM$22.5M
Discretionary$21.2M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2008
Total AUM$31M
Discretionary$29.7M
Non-Disc.$1.3M
Employees5
Clients--