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PIVOTAL ADVISORS LLC

SEC Form ADV profile.

Total regulatory AUM
$1,066,660,463
Discretionary
$303,808,118
Non-discretionary
$762,852,345

Firm details

CRD number
310612
SEC file number
801-119532
Main office
NEW YORK, NY, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.