Data / Investment advisers / Florida / Pinvest
Pinvest, Coral Gables, FL: $377 million AUM, SEC registered investment adviser
Pinvest is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $377 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include banks and thrifts, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331586
- SEC file number
- 801-130446
- SEC status
- Approved, effective June 11, 2024
- Legal name
- Pinvest LLC
- Main office
- 396 Alhambra Circle Ph2, Coral Gables, FL 33134
- Phone
- 786 244-7346 786 458-8491
- Website
- pinvestcapital.com
- Regulatory AUM
- $377,489,336 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $23,605
- Non discretionary AUM
- $377,465,731
- Accounts
- 6
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 2 | $200.3 million |
| Corporations or other businesses | 1 | $177.2 million |
| High net worth individuals | 2 | $23,605 |
| Individuals (other than high net worth individuals) | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $377.5 million | January 30, 2026 |
| December 1, 2025 | $276 million | October 23, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Driftwood Advisors, LLC | Coral Gables | $568.8 million | 3 | adviserinfo.sec.gov |
| Inveris US LLC | Coral Gables | $568.4 million | Not listed | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | Not listed | adviserinfo.sec.gov |
| Meridiana | Coral Gables | $441.9 million | Not listed | adviserinfo.sec.gov |
| Kirtland Financial Management, Inc. | Coral Gables | $396.1 million | Not listed | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | Not listed | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | Not listed | adviserinfo.sec.gov |
| Meira Wealth | Coral Gables | $317.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving banks and thrifts
- Advisers serving corporations and other businesses
- Pinvest on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.