PIONEER SQUARE INVESTMENT ADVISOR, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
292854
Registered since
February 8, 2018

Firm profile

FINTRX

Overview

Pioneer Square Investment Advisor, LLC is an SEC-registered limited liability company formed in 2018 that operates as a private fund manager. The firm is owned by an individual and is structured to act as sponsor, general partner and managing member of pooled investment vehicles. It is not positioned as a multi-state retail adviser or an ESG-focused manager based on the available data; its regulatory and business design points to a fund-centric operating model rather than a traditional advisory RIA serving retail accounts.

Assets & Accounts

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

Owners & executives

1 of 1
  • Palvi Mehta

    Chief Financial OfficerCRD 7091619

Contacts

2 of 2
  • GEOFFREY ENTRESS

    Managing DirectorCRD 1833950

  • GREGORY GOTTESMAN

    Managing Director, Co-FounderCRD 6029984

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
240 2nd Ave S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth