CORAL GABLES, FLCRD 331586Latest ADV April 13, 2026
Pinvest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 13, 2026, reports $377M in regulatory assets under management, 4 employees, and 6 accounts.
Assets Under Management
$377M
Employees
4
Offices
--
Total Clients
6
Primary office
CORAL GABLES, FL
396 ALHAMBRA CIRCLE, PH2, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 33.3% of total clients.
Top client categories% of clientsClients
1
HNWI
33.3%
2
2
Banks
33.3%
2
3
Individuals
16.7%
1
4
Corporations
16.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of April 13, 2026
Discretionary0.0%
$24K
0% of total RAUM0.0%
Non-discretionary100.0%
$377M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts6
10Y AUM Change+$377M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change+3 (+300.0%)
* 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.