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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2024
- Office Locations
- 13
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.
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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
Justin Bakewell
Managing Director, Head of Client Strategy
- CRD
- --
Showing 2 of 58 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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