CONSHOHOCKEN, PACRD 333260Latest ADV March 31, 2026
Pitcairn is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $5.9B in regulatory assets under management, 62 employees, 6 offices, and 2,133 accounts.
Assets Under Management
$5.9B
Employees
62
Offices
6 offices
Total Clients
330
Primary office
CONSHOHOCKEN, PA
EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 801, CONSHOHOCKEN, PA, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
330
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 31, 2026
Discretionary77.5%
$4.5B
77% of total RAUM77.5%
Non-discretionary22.5%
$1.3B
23% of total RAUM22.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.9B
Total Accounts2,133
10Y AUM Change+$5.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee5:1
10Y Employee Change+61 (+6100.0%)
* 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.