# Piton Investment Management, LP

> Piton Investment Management, LP is an SEC-registered investment advisory firm in Garden City, NY, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 282517
- Filed as: PITON INVESTMENT MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282517
- AdvisorCensus page: https://advisorcensus.com/firm/piton-investment-management-lp-garden-city-ny-282517

## Quick answers

**How is Piton Investment Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Piton Investment Management, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Piton Investment Management, LP located?**
Piton Investment Management, LP's principal office is in Garden City, NY, according to its Form ADV.

**Is Piton Investment Management, LP registered with the SEC or a state?**
Piton Investment Management, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282517.

**How much does Piton Investment Management, LP manage?**
Piton Investment Management, LP reports $927,924,194 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Piton Investment Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Piton Investment Management, LP: Regulatory assets under management: $931,306,600 in the October 2021 data and $927,924,194 in the October 2026 data, unchanged. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Piton Investment Management, LP serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (11); high net worth individuals (5); individuals (other than high net worth individuals) (2).

**Which custodians does Piton Investment Management, LP use?**
Piton Investment Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Piton Investment Management, LP 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/282517

**Does Piton Investment Management, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Account minimums are subject to negotiation. Generally, Piton requires a minimum account size of $250,000."

**What changed in Piton Investment Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Account minimums are subject to negotiation. Generally, Piton requires a minimum account size of $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $927,924,194
- Discretionary: $927,924,194
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,771,713 |
| High net worth individuals | 5 | $12,384,873 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $226,777,924 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 11 | $629,248,357 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $57,741,327 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pitonim.com](https://pitonim.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $931,306,600 | 10 | June 29, 2021 |
| October 2022 | $962,551,489 | 10 | June 6, 2022 |
| October 2023 | $973,101,300 | 11 | March 29, 2023 |
| October 2024 | $920,386,342 | 10 | April 15, 2024 |
| October 2025 | $871,156,559 | 9 | May 6, 2025 |
| October 2026 | $927,924,194 | 9 | April 24, 2026 |

Regulatory assets under management: $931,306,600 in the October 2021 data and $927,924,194 in the October 2026 data, unchanged.
Total employees: 10 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Piton Investment Management, LP (CRD 282517): Form ADV filing data as of October 2026.