Pinvest

RIASEC RegisteredEst. 2024

Total AUM

$377M

Discretionary

$23.6K

0% of AUM

Avg account

$62.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 331586
Registered since: June 11, 2024
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, JULIUS BÄR, THE BANK OF NEW YORK MELLON, UBS FINANCIAL SERVICES INC., BANK SYZ LTD, UBS FINANCIAL SERVICES INC., LOMBARD ODIER, BANQUE PICTET & CIE SA, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Banking / Thrift Institutions53.06%
Corporations / Businesses46.94%
HNWI0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinvest LLC is an SEC-registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. Registered in 2024, the firm charges a mix of percentage-of-AUM fees alongside hourly and other fees, and it provides portfolio management for individuals, small businesses and institutions, as well as the selection of outside advisers. Pinvest reports no active ESG investing program and is not registered as a multi-state or related adviser. The firm lists industry affiliations with banking or thrift institutions and insurance companies, indicating relationships with traditional financial institutions on either the custody, distribution or asset-sourcing side.