AdvizorPro

Pivot Point Advisors, LLC

Pivot Point Advisors, LLC. CRD 130562

Pivot Point Advisors, LLC logo

CRD: 130562

Pivot Point Advisors, LLC

Bellaire, TX, 77401
7137157000
$141.7M Total AUM
$138.8M Disc. AUM
-- 3Y CAGR
3 Employees
94 ADV. Clients
22 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial
Established Date
05-20-2004
Office Locations
1

Office Locations

5959 West Loop South 333 Bellaire TX

About Pivot Point Advisors, LLC

Pivot Point Advisors, LLC (Bellaire, TX) provides portfolio management and financial planning built around rigorously tested, rules-based strategies using objectively measurable data. The firm emphasizes diversified asset allocation and risk control when markets are stressed, often implemented with ETFs and public funds. Serves retail and institutional clients and custodies with Charles Schwab.

Team overview

54 AVG AGE
$70.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
22.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age

Insights

Unlock to compare peer behavior around glacier capital.
Open the full profile to inspect shifts in harbor capital.
Request access to benchmark trends tied to fusion.
Upgrade to reveal position-level detail across focus crest.
Upgrade to reveal position-level detail across pathway fusion.
Full visibility includes strategy notes for alpha capital.
Upgrade to reveal position-level detail across capital vital.
Unlock to see real insight on focus eagle delta.

Asset Classes

Oak Unison

Custodian

Oak delta

Investment Themes

Foundation Capital Ridge

Investment Vehicles

Atlas north

Services

Eagle Atlas North capital Optima signal Signal north

Technology

Alpha momentum

Owner & Executives

M

MARTIN GREMM

Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#4783786
Ownership
50% but less than 75%
(842) 644-4515
frontier.oak@pioneercapital.com
in linkedin.com/in/oak-vector
MARC BENJAMIN SCHINDLER

MARC BENJAMIN SCHINDLER

Advisor, COMPLIANCE OFFICER

CRD
#1830780
Ownership
50% but less than 75%
(764) 530-2394
beacon.element@vitalcapital.com
in linkedin.com/in/pathway-fusion

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2024
03-24-2025
02-13-2026
Category Assets AVG. Account size
Discretionary $138,771,652 $473,623
Non-Discretionary $2,900,100 $241,675
Total $141,671,752 $464,498

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $141,671,752

$141.7M Total SMA
Equity - Exchange:
30.4%
Public Funds:
33.9%
Cash:
13.4%
Private Funds:
15.3%
U.S. Government/Agency:
7.0%
Asset class Assets Assets %
Equity - Exchange $1,631,258,996 30.4%
Public Funds $1,819,068,419 33.9%
Cash $719,041,794 13.4%
Private Funds $820,995,481 15.3%
U.S. Government/Agency $375,618,848 7.0%
Total $5,365,983,538 100.0%

Start a free trial and
prospect smarter