PIVOT INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 322708
- Registered since
- November 11, 2022
Firm profile
FINTRXOverview
Pivot Investment Partners, LLC is an SEC-registered limited liability company that began registration in 2022 and is organized under individual ownership. The adviser is not classified under a specific institutional bucket in FINTRX’s data and is not identified as a capital allocator or an active ESG investor. Its disclosed activity centers on sponsoring and serving as general partner and managing member of pooled investment vehicles rather than operating as a traditional multi-state advisory firm.
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
Contacts
2 of 2Akbar Poonawala
Managing Partner & Co-FounderCRD 7648370
Dinkar Jetley
Co-Founder and Managing PartnerCRD 7648382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 250 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
J PARK MANAGEMENT LLC
Exempt Reporting AdvisorNew York, NY
OORI CAPITAL LLC
Exempt Reporting AdvisorNew York, NY
NEXUS GENESIS CAPITAL LTD.
Exempt Reporting AdvisorNew York, NY
VIP CAPITAL MANAGEMENT, L.P.
Exempt Reporting AdvisorNew York, NY
CRYSTAL VENTURE MANAGEMENT, L.P.
Exempt Reporting AdvisorNew York, NY
IBIS MANAGEMENT, LLC
Exempt Reporting AdvisorNew York, NY