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PINVEST LLC

dba PINVEST · CRD 331586 · Registered Investment Adviser

PINVEST LLC is a Registered Investment Adviser headquartered in CORAL GABLES, FL. The firm reports $377,489,336 in regulatory assets under management across 6 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$23,605
Non-discretionary$377,465,731
Total RAUM$377,489,336
Accounts6

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 331586. adviserinfo.sec.gov/firm/summary/331586.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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