Investment adviser · CRD 169429
PIVOTALPATH (AMERICAS) LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jan 25, 2024
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | 2 | Not reported | Not reported |
Filing source
Form ADV 1817555 · Jan 25, 2024 · 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: Jan 25, 2024. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
444 MADISON AVENUE, 29TH FLOORNEW YORK, NY, 10022, United States
CRD 169429
Filing source
Form ADV 1817555 · Jan 25, 2024 · 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.