Investment adviser · CRD 162818

PIVOTNORTH SERVICES LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

· Form ADV filed Jul 2, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PIVOTNORTH FUND I, L.P.Venture Capital Fund · Last reported Jul 2, 2026$87.1MGross asset value

Form D fundraising filings

PIVOTNORTH FUND I, L.P.

Fund administrator VMS FUND ADMINISTRATION PRINCETON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BLUE BELL, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-7223691807
Reported beneficial owners
34
Minimum commitment
$500K
Form D file number
021-157619

Form ADV 2116706 · Jul 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PIVOTNORTH FUND II, L.P.Venture Capital Fund · Last reported Jul 2, 2026$66MGross asset value

Form D fundraising filings

PIVOTNORTH FUND II, L.P.

Fund administrator VMS FUND ADMINISTRATION PRINCETON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BLUE BELL, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3097273367
Reported beneficial owners
24
Minimum commitment
$500K
Form D file number
021-201501

Form ADV 2116706 · Jul 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PIVOTNORTH EARLY FUND I, L.P.Venture Capital Fund · Last reported Jul 2, 2026$55.9MGross asset value

Form D fundraising filings

PIVOTNORTH EARLY FUND I, L.P.

Fund administrator VMS FUND ADMINISTRATION PRINCETON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BLUE BELL, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK. SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-5520649775
Reported beneficial owners
12
Minimum commitment
$500K
Form D file number
021-327297

Form ADV 2116706 · Jul 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PIVOTNORTH FUND IV, LPVenture Capital Fund · Last reported Jul 2, 2026$28.9MGross asset value
Fund administrator VMS FUND ADMINISTRATION PRINCETON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BLUE BELL, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-2995659069
Reported beneficial owners
18
Minimum commitment
$100K

Form ADV 2116706 · Jul 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PIVOTNORTH FUND III, L.P.Venture Capital Fund · Last reported Jul 2, 2026$27MGross asset value
Fund administrator VMS FUND ADMINISTRATION PRINCETON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BLUE BELL, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-2063517726
Reported beneficial owners
19
Minimum commitment
$500K
Form D file number
021-201501

Form ADV 2116706 · Jul 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 2, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

CRD 162818

Filing source

Form ADV 2116706 · Jul 2, 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.