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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREMM, MARTIN | I | MANGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GREMM, MARTIN | I | MANGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GREMM, MARTIN | I | MANGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GREMM, MARTIN | I | MANGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GREMM, MARTIN | I | MANGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GREMM, MARTIN | I | MANAGING MEMBER/CEO/CCO | D | Control |
| GREMM, MARTIN | I | MANAGING MEMBER/CEO/CCO | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
| SCHINDLER, MARC, BENJAMIN | I | MEMBER/COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (1)
TX
Address
5959 WEST LOOP SOUTHSUITE 333
BELLAIRE, TX 77401
United States
Phone: 713-715-7000