PIVOTAL ADVISORS LLC
CRD #310612 SEC #801-119532 NEW YORK, NY 646-535-1097
SEC Registered
Total AUM
$412.3M
Discretionary
$352.2M
Employees
3
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $412.3M | $352.2M | $60M | 3 | 4 |
| May 2024 | $420.5M | $164.4M | $256.1M | 8 | 3 |
| Jun 2023 | $303.8M | $118.7M | $185.2M | 8 | 3 |
| Jul 2022 | $355M | $155.1M | $199.8M | 8 | 5 |
| Jun 2022 | $355M | $155.1M | $199.8M | 8 | 5 |
| Mar 2021 | $184.6M | $8.5M | $176.1M | 8 | 0 |
DateNov 2025
Total AUM$412.3M
Discretionary$352.2M
Non-Disc.$60M
Employees3
Clients4
DateMay 2024
Total AUM$420.5M
Discretionary$164.4M
Non-Disc.$256.1M
Employees8
Clients3
DateJun 2023
Total AUM$303.8M
Discretionary$118.7M
Non-Disc.$185.2M
Employees8
Clients3
DateJul 2022
Total AUM$355M
Discretionary$155.1M
Non-Disc.$199.8M
Employees8
Clients5
DateJun 2022
Total AUM$355M
Discretionary$155.1M
Non-Disc.$199.8M
Employees8
Clients5
DateMar 2021
Total AUM$184.6M
Discretionary$8.5M
Non-Disc.$176.1M
Employees8
Clients0