PIONEER FAMILY OFFICE, LLC

Overview

Pioneer Family Office, LLC is a privately held limited liability company that registered with the SEC in 2019 and identifies as a capital allocator serving both individual/family and institutional clients. Its advisory scope centers on direct portfolio management for individuals and small businesses and on selecting external advisers or managers for client capital. Ownership is listed as a mix of a foreign entity and an individual. The firm charges fees based on a percentage of assets under management (and other fee arrangements) and does not identify as an active ESG investor. It is not registered as a multi-state adviser.

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Location & Offices