$38.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2007
- Office Locations
- 2
Office Locations
515 Madison Avenue 29th Floor NEW York NY
5410 119th ST CT NW GIG Harbor WA
About Pioneer Square Advisors, LLC
Pioneer Square Advisors LLC is a Washington-registered RIA serving retail clients, with a focus on entrepreneurs. The firm provides tax planning and insurance-focused planning and emphasizes risk management. Investment exposure spans public and private funds, including areas like real estate and hedge funds. Based in Seattle with an additional New York office.
Team overview
-- AVG AGE
$38.3M AVG AUM / ADVISOR
$38.3M AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Value summit Bridge optima
Client Personas
Momentum
Investment Themes
Delta pathway
Services
Momentum zenith Beacon value
Owner & Executives
K
KENNETH RUSSEL RAGSDALE
Advisor, Secretary
- CRD
- --
- Ownership
- Less than 5%
(872) 831-3498
horizon.wave@legacycapital.com
in linkedin.com/in/ridge-unison
A
ANDREW JONATHAN ROBBINS
Chief Compliance Officer, Manager, President, Risk Analyst
- CRD
- #4245210
- Ownership
- Less than 5%
(295) 939-1622
frontier.ember@radialcapital.com
in linkedin.com/in/legacy-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,305,710 | $30,850,000 |
| Total | $38,305,710 | $30,850,000 |
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Separately Managed Accounts
Total SMA Asset: $38,305,710
Public Funds:
74.0% Private Funds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,685,741,347 | 74.0% |
| Private Funds | $1,294,990,203 | 26.0% |
| Total | $4,980,731,550 | 100.0% |