Pinvest - Investment Advisers

About Pinvest

Pinvest LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. It is headquartered in Coral Gables, in the Miami area of Florida, and reports regulatory assets under management of $377.49 million with four employees. The firm's clients include investors from Ecuador, Peru, and Colombia, who are served from Miami. It is one of the investment advisers in Florida in this directory. Pinvest is part of an international financial group founded in 1906. The group holds a majority stake in Banco Pichincha, which is described as the principal private commercial bank in Ecuador, and it has operations in Spain, Colombia, Peru, Panama, and Miami. The firm is classified as an investment adviser in the directory of US investment advisers. According to its published materials, Pinvest builds and manages investment portfolios of stocks and bonds from markets around the world, with allocations tied to each client's risk profile. It also reviews existing investments and provides independent investment advice to corporate treasuries, family offices, and investment committees. The firm states that its portfolios use UCITS exchange-traded funds.

Key Facts

Assets Under Management

$377.49M

Employees

4

SEC File Number

801-130446