Pave Investment Advisors, LLC

RIASEC Registered
Total AUM
$670M
Discretionary
$52.6M
8% of AUM
Avg account
$245K
Accounts
2,731
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
322420
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers96.14%
  • Individuals3.86%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pave Investment Advisors, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2022. Its business is centered on portfolio management for individuals and small businesses, and it serves both individual & family and institutional clients. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm is active across multiple states and lists business activity as an Other Financial Product Salesperson; it also maintains industry ties to broker-dealers and other investment advisers. Pave does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Christopher Ainsworth

    Christopher Ainsworth

    Chief Executive OfficerCRD 2726985

Contacts

3 of 3
  • Stephen Evans

    Stephen Evans

    Portfolio ManagerCRD 2096178

  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Thomas Caywood

    Thomas Caywood

    Managing DirectorCRD 4033066

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
171 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth