PITCAIRN

Overview

Pitcairn is organized as a limited liability company and operates as an independent registered investment adviser that formally registered with the SEC in 2024. The firm positions itself as a capital allocator serving primarily individuals and families while also offering services to businesses and institutions. Its advisory slate includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and client-facing educational seminars and workshops. The firm charges a mix of fee types—percentage of assets under management, hourly fees, and fixed fees—allowing flexibility across client relationships. Pitcairn reports being an active ESG investor and lists affiliations with trust and insurance companies, indicating integration of fiduciary and wealth-transfer capabilities into its client offerings.

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Location & Offices