Firm profile

PITON INVESTMENT MANAGEMENT, LP

GARDEN CITY, NYCRD 282517Latest ADV April 24, 2026

Piton Investment Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Garden City, NY. Its latest Form ADV filing, dated April 24, 2026, reports $928M in regulatory assets under management, 9 employees, and 177 accounts.

Assets Under Management
$928M
Employees
9
Offices
--
Total Clients
22
Primary office
GARDEN CITY, NY
401 FRANKLIN AVENUE, SUITE 202B, GARDEN CITY, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJames P. Fortescue
CCOWalter A. Gilmore
CFOJames P. Slattery

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 50.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
50.0%
11
2
HNWI
22.7%
5
3
Individuals
9.1%
2
4
Investment Cos.
9.1%
2
5
Corporations
9.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$928Mas of April 24, 2026
Discretionary100.0%
$928M
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.

Total AUM$928M
Total Accounts177
10Y AUM Change+$833M (+881.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee2:1
10Y Employee Change-3 (-25.0%)

* 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.