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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2024
- Office Locations
- 9
Office Locations
About Pitcairn
Pitcairn provides a Shared Single-Family Office for multigenerational wealthy families and established single-family offices, combining investment advisory with family office services and family engagement. Its Wealth Momentum model integrates family and wealth decisions across generations, with portfolios spanning public funds/ETFs and private funds. Client access includes a Tamarac-based online portal.
Reported data analysis
What the numbers show
Between July 21, 2025 and March 31, 2026, reported AUM increased 656.8%, from $775.8M to $5.9B.
Of the latest reported AUM, 77.5% is discretionary and 22.5% is non-discretionary.
The firm reports 37 advisory representatives and 330 clients, or 8.9 clients per representative. That equates to $17.8M in reported AUM per client.
The profile lists 9 reported office locations and 1 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pitcairn record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW LEA BUSSER
Chief Executive Officer, President
- CRD
- #6046920
- Ownership
- Less than 5%
Eric Woodruff Gaul
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Justin C. Bakewell
Managing Director, Head of Client Strategy
- CRD
- #5840238
Maryann Walker Bechta
--
- CRD
- #8266034
Showing 2 of 46 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,549,837,966 | $2,372,178 |
| Non-Discretionary | $1,321,421,279 | $6,146,145 |
| Total | $5,871,259,245 | $2,752,583 |
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Separately Managed Accounts
SMA allocation detail is available
Pitcairn has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Pitcairn's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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