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CCO · Pinvest

Diana P. Zumaran

CRD 8117712 · Named on Form ADV at one SEC-registered adviser

At a glance

Pinvest, an SEC-registered asset manager based in Coral Gables, FL with $377 million in regulatory assets, lists Diana P. Zumaran on its Form ADV as CCO, a control person.

Firms and roles

  • PinvestCCOAsset manager · Coral Gables, FL · $377M in regulatory assets

AtlasMembers

Diana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.