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PIVOTALPATH (AMERICAS) LLC

NEW YORK, NY · CRD 169429 · IAPD ↗ · 212-257-4860

$0Regulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
November 2024 — PIVOTALPATH (AMERICAS) LLC (NEW YORK, NY) left the SEC roster (was $0 RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.