Overview
Assets Under Management: $139 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Frequently Asked Questions
PIVOT CAPITAL PARTNERS 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 #335324), PIVOT CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
PIVOT CAPITAL PARTNERS LLC is headquartered in CHICAGO, IL.
PIVOT CAPITAL PARTNERS LLC serves 4 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, PIVOT CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PIVOT CAPITAL PARTNERS LLC manages $139 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, PIVOT CAPITAL PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 335324
Filing ID: 2037481
Last Filing Date: 2026-01-27 13:30:02