NORTH MIAMI BEACH, FLCRD 142856Latest ADV April 10, 2026
Pioneer Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Miami Beach, FL. Its latest Form ADV filing, dated April 10, 2026, reports $957M in regulatory assets under management, 5 employees, and 297 accounts.
Assets Under Management
$957M
Employees
5
Offices
--
Total Clients
170
Primary office
NORTH MIAMI BEACH, FL
3323 NE 163RD ST., SUITE 604, NORTH MIAMI BEACH, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentCorporations represent 41.2% of total clients.
Top client categories% of clientsClients
1
Corporations
41.2%
70
2
HNWI
35.3%
60
3
Individuals
23.5%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$957Mas of April 10, 2026
Discretionary100.0%
$957M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$957M
Total Accounts297
10Y AUM Change+$580M (+153.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.