# Pivot Capital Management, LLC

> Pivot Capital Management, LLC is a state-registered investment advisory firm in McLean, VA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 334969
- Filed as: PIVOT CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334969
- AdvisorCensus page: https://advisorcensus.com/firm/pivot-capital-management-llc-mclean-va-334969

## Quick answers

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

**Where is Pivot Capital Management, LLC located?**
Pivot Capital Management, LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Pivot Capital Management, LLC registered with the SEC or a state?**
Pivot Capital Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334969.

**How much does Pivot Capital Management, LLC manage?**
Pivot Capital Management, LLC reports $569,496 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (0% discretionary).

**Does Pivot Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334969

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $569,496
- Discretionary: $0
- Non-discretionary: $569,496

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $569,496 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pivotcapmgt.com
- LinkedIn @company pivot-capital-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pivot Capital Management, LLC (CRD 334969): Form ADV filing data as of October 2026.