Asset manager · Coral Gables, FL
Pinvest
Pinvest LLC · SEC-registered investment adviser · CRD 331586 · SEC 801-130446
At a glance
Pinvest is an SEC-registered investment adviser based in Coral Gables, Florida, with $377 million in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 1,820th of 3,218 asset managers and 9,071st of 17,210 SEC-registered advisers by assets.
Main office +78624473467864588491pinvestcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $377M
- Rank among asset managers
- #1,820 of 3,218
- Rank among all SEC RIAs
- #9,071 of 17,210
- Rank in Florida
- #514 of 1,090
- Individual clients
- 3
- High-net-worth clients
- 2
- Accounts
- 6
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
Custody and brokerage
8 custodians
- Wells FargoAffiliate of the firm$96M26%
- Julius BAR$92M25%
- UBSAffiliate of the firm$82M22%
- BNYAffiliate of the firm$67M18%
- Bank SYZ LTDAffiliate of the firm$37M10%
- Lombard Odier$1M<1%
- Banque Pictet & CIE SAAffiliate of the firm$0M<1%
- Interactive BrokersAffiliate of the firm$0M<1%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 2 | $200M | 53% |
| Corporations or other businesses | 1 | $177M | 47% |
| High-net-worth individuals | 2 | $0M | <1% |
| Individuals | 1 | $0M | 0% |
Disciplinary disclosures
Pinvest reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Other
Form ADV and brochures on the SEC’s adviser search ↗pinvestcapital.com ↗
AtlasMembers
The full record on Pinvest
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 964 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pinvest manage?
Pinvest reports $377 million in regulatory assets under management across 6 accounts, 0% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is Pinvest?
Pinvest is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Pinvest’s clients?
By assets, its largest client types are banking or thrift institutions ($200 million, 2 clients); corporations or other businesses ($177 million, 1 clients); high-net-worth individuals ($23,605, 2 clients).
Does Pinvest have any disciplinary history?
Pinvest reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pinvest’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →