Pivot Point Advisors, LLC
Pivot Point Advisors, LLC is an SEC-registered ria in Bellaire, TX with $141.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Pivot Point Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130562, SEC 801-129978, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $141.7M (2026-02-13)
- Firm type
- Ria
- Location
- Bellaire, TX
- Employees
- 3
- Clients
- 90
- CRD
- 130562
- Ownership
- SCHINDLER, MARC, BENJAMIN; GREMM, MARTIN
How much AUM does Pivot Point Advisors, LLC have?
Pivot Point Advisors, LLC reported $141.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Pivot Point Advisors, LLC?
Disclosed owners and executives of Pivot Point Advisors, LLC include SCHINDLER, MARC, BENJAMIN, GREMM, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.