Investment adviser · CRD 142856
PIONEER FAMILY OFFICE, LLC
Investment adviser filing (IA)
NORTH MIAMI BEACH, FL, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $957M Form ADV · Item 5.F
- Client accounts
- 297 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 70 | $715,746,735 | 74.8% |
| High-net-worth individuals | 60 | $218,302,104 | 22.8% |
| Individuals | 40 | $22,732,073 | 2.4% |
Filing source
Form ADV 2082929 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3323 NE 163RD ST., SUITE 604NORTH MIAMI BEACH, FL, 33160, United States
CRD 142856
Filing source
Form ADV 2082929 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.