Pivot Investment Partners, Llc
SEC-registered
Investment Adviser
CRD 322708
· SEC file 802-127030
· New York, NY
· www.pivotinvestment.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $192M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pivot Holdings Iii Llc | Venture Capital Fund | Delaware | $185M | 290 |
| Pivot Holdings Ii Llc | Venture Capital Fund | Delaware | $7.0M | 28 |
Private funds (2, $192M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pivot Holdings Iii Llc | Venture Capital Fund | $185M | $0 | 290 |
| Pivot Holdings Ii Llc | Venture Capital Fund | $7.0M | $0 | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 674 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗