PIONEER SQUARE INVESTMENT ADVISOR, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 292854
- Registered since
- February 8, 2018
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Palvi Mehta
Chief Financial OfficerCRD 7091619
Contacts
2 of 2GEOFFREY ENTRESS
Managing DirectorCRD 1833950
GREGORY GOTTESMAN
Managing Director, Co-FounderCRD 6029984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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