Overview
Assets Under Management: $276 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 1
Average Client Assets: $103 million
Frequently Asked Questions
PINVEST LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331586), PINVEST LLC is subject to fiduciary duty under federal law.
PINVEST LLC is headquartered in CORAL GABLES, FL.
PINVEST LLC serves 1 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, PINVEST LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PINVEST LLC manages $276 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, PINVEST LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.45
Average High-Net-Worth Client Assets: $103 million
Total Client Accounts: 8
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 331586
Last Filing Date: 2025-02-28 00:00:00
Website: https://pinvestcapital.com