{
  "crd_number": 331586,
  "slug": "pinvest-coral-gables-fl-331586",
  "primary_business_name": "PINVEST",
  "legal_name": "PINVEST LLC",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-11",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 377489336.0,
  "raum_discretionary": 23605.0,
  "raum_non_discretionary": 377465731.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 1
    },
    "banking_thrift": {
      "raum": 200283684.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 23605.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 177182047.0,
      "count": 1
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/pinvestcapital",
    "https://pinvestcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331586",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586",
  "display_name": "Pinvest",
  "summary": "Pinvest is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Pinvest (CRD 331586): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pinvest compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinvest reports these compensation arrangements: a percentage of assets under its management; hourly charges; other."
    },
    {
      "q": "How much does Pinvest charge?",
      "a": "Its Form ADV Part 2A brochure dated June 26, 2026 states: Asset-based fee: 1% of assets a year; Hourly rate: $800 an hour (Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pinvest located?",
      "a": "Pinvest's principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Pinvest registered with the SEC or a state?",
      "a": "Pinvest is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331586."
    },
    {
      "q": "How much does Pinvest manage?",
      "a": "Pinvest reports $377,489,336 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (0% discretionary)."
    },
    {
      "q": "How have Pinvest's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Pinvest: Regulatory assets under management: $0 in the October 2024 data and $377,489,336 in the October 2026 data. Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinvest serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2); banking or thrift institutions (2); individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Which custodians does Pinvest use?",
      "a": "Pinvest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank SYZ Ltd (affiliated with the firm), Banque Pictet & CIE SA (affiliated with the firm), BNY Mellon Securities Corporation (affiliated with the firm), Interactive Brokers LLC (affiliated with the firm), Julius BAR, Lombard Odier, UBS Financial Services Inc. (affiliated with the firm), UBS Switzerland AG (affiliated with the firm) and Wells Fargo Securities, LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pinvest report any disciplinary disclosures?",
      "a": "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/331586"
    },
    {
      "q": "What changed in Pinvest's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-06-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 275973896.0,
      "total_employees": 1,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 377489336.0,
      "total_employees": 4,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $275,973,896 to $377,489,336 (+37%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $800 an hour (Consulting Fees)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "All advisory accounts are subject to an annual standard advisory fee of 1.00% on Assets Under Management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $800 an hour (Consulting Fees)"
        ],
        "quotes": [
          "As a general indication, our Consulting Fees are based on an estimated “time and effort” basis, with a Minimum Hourly Fee of $800 / hr."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 800.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Consulting Fees"
        }
      ]
    },
    "quotes": [
      "All advisory accounts are subject to an annual standard advisory fee of 1.00% on Assets Under Management.",
      "As a general indication, our Consulting Fees are based on an estimated “time and effort” basis, with a Minimum Hourly Fee of $800 / hr."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank SYZ Ltd",
      "name_as_filed": "BANK SYZ LTD",
      "affiliated": true
    },
    {
      "name": "Banque Pictet & CIE SA",
      "name_as_filed": "BANQUE PICTET & CIE SA",
      "affiliated": true
    },
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": true
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": true
    },
    {
      "name": "Julius BAR",
      "name_as_filed": "JULIUS BAR",
      "affiliated": false
    },
    {
      "name": "Lombard Odier",
      "name_as_filed": "LOMBARD ODIER",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": true
    },
    {
      "name": "UBS Switzerland AG",
      "name_as_filed": "UBS SWITZERLAND AG",
      "affiliated": true
    },
    {
      "name": "Wells Fargo Securities, LLC",
      "name_as_filed": "WELLS FARGO SECURITIES, LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": false,
      "raum": 23605.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": false,
      "raum": 200283684.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 177182047.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331586",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}