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AdvisorCensus / Financial advisors / New York / New York / Pave Investment Advisors, LLC.

Pave Investment Advisors, LLC.

New York, NYSEC-registered investment adviserCRD 322420

Filed as PAVE INVESTMENT ADVISORS, LLC.

Pave Investment Advisors, LLC. is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

4 years
registered since 2022
$669,568,934
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Pave Investment Advisors, LLC. compensated?

On its Form ADV (Item 5.E, October 2026), Pave Investment Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

What does Pave Investment Advisors, LLC.'s brochure say about its fees?

Its Form ADV Part 2A brochure dated January 23, 2026 states: Asset-based fee: 0.12% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Pave Investment Advisors, LLC. located?

Pave Investment Advisors, LLC.'s principal office is in New York, NY, according to its Form ADV.

Is Pave Investment Advisors, LLC. registered with the SEC or a state?

Pave Investment Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322420.

How much does Pave Investment Advisors, LLC. manage?

Pave Investment Advisors, LLC. reports $669,568,934 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (8% discretionary).

How have Pave Investment Advisors, LLC.'s assets and staff changed since 2022?

In the Form ADV data for Pave Investment Advisors, LLC.: Regulatory assets under management: $53,717,953 in the October 2022 data and $669,568,934 in the October 2026 data, up 1146%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Pave Investment Advisors, LLC. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); other investment advisers (19).

Does Pave Investment Advisors, LLC. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322420

What changed in Pave Investment Advisors, LLC.'s recent Form ADV filings?

In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.12% to 1% a year (a range, as the brochure states it)

The brochure's wording
Pave's fees on an assets under management basis may range from 0.12% to 1.00% per annum.

As stated in the firm's Form ADV Part 2A brochure dated January 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$669,568,934

$669,568,934 as of October 2026, filing dated June 3, 2026.

Discretionary: $52,590,000.Non-discretionary: $616,978,934.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 74 Assets $25,821,123 (4%)
Other investment advisers
Clients 19 Assets $643,747,811 (96%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 7. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
CATX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$53.7M 2022 $103M 2023 $115M 2024 $670M 2025 $670M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$669,568,9347June 3, 2026
October 2025$669,568,9347March 25, 2025
October 2024$115,451,2007August 31, 2024
October 2023$102,571,9317August 6, 2023
October 2022$53,717,9533September 19, 2022

Regulatory assets under management: $53,717,953 in the October 2022 data and $669,568,934 in the October 2026 data, up 1146%.

Total employees: 3 in October 2022 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. June 2026
    • Updated its list of owners and control persons (Schedule A).
  2. February 2026
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
anchor.fm/pavefinancepavefinance.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Pave Investment Advisors, LLC. (CRD 322420): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/pave-investment-advisors-llc-new-york-ny-322420