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SEC-registered adviser

P•••••••

Independent wealth managerStaten Island, New YorkCRD 318332SEC 801-123242website IAPD

Legal name P•••••••• L••

Latest filing Mar 13, 2026

First filing on the tape Jan 15, 2022 · 12 filings

SEC status approved since Feb 14, 2022

RAUM

$51.6M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

100%

$51.6M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$17.2M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

12 filings and snapshots on the tape

RAUM$51.6M as of Mar 13, 2026

Mar 25, 2023$27.6M then

HNW client RAUM$31.6M as of Mar 13, 2026

Mar 25, 2023$19.0M then

State-registered IARs (5.B.3)2 as of Mar 13, 2026

Mar 25, 20232 then

Employees (5.A)2 as of Mar 13, 2026

Mar 25, 20232 then

Private funds: no history

RAUM n/a over the last fiscal year+23% a year over three

Practice profile

derived from the filing of Mar 13, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $17.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 30derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.2MderivedHNW RAUM over HNW clients
Average account: $566,858derivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 0.7derivedItem 5.A over advisors
Advisors per office: 3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$31.6M61%
Individuals$20.0M39%

Individual clients: 81reported
HNW clients: 10reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 91reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
S••••• M•••••• G•••••	Staten Island, Ny	Mar 1, 2022	22 y	2
J•••• M• G•••••	Staten Island, Ny	Apr 4, 2022	22 y	2
S•••• J•••• H••••••	Staten Island, Ny	Jul 13, 2026	19 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

J•••• M• G••••• from C••••• A•••••• N••••••• L••
Apr 4, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
S••••• M•••••• G••••• from C••••• A•••••• N••••••• L••
Mar 1, 2022 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

G•••••• J••••• M• · Managing Membercontrol
since 01/2022 · owns 50% to 75%
G•••••• S•••••• M•••••• · Managing Member And Chief Compliance Officercontrol
since 01/2022 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Staten Island, Ny · principal	3	1	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

low discretionary shareStatic outlier · filing Mar 13, 2026
discretionary share of RAUM of 0% against a peer median of 100% (311 comparable advisers, 0.0th percentile, 33.7 robust deviations)
peers: independent wealth managers, under $100M (311) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 178 to 91
May 18, 2025 to Mar 13, 2026
Individual clients · 74 to 81
May 18, 2025 to Mar 13, 2026
HNW RAUM · $20.4M to $31.6M
May 18, 2025 to Mar 13, 2026
Individual RAUM · $14.4M to $20.0M
May 18, 2025 to Mar 13, 2026
Non-discretionary RAUM · $34.8M to $51.6M
May 18, 2025 to Mar 13, 2026
RAUM · $34.8M to $51.6M
May 18, 2025 to Mar 13, 2026
Accounts · 162 to 178
Apr 8, 2024 to May 18, 2025
HNW clients · 7 to 10
Apr 8, 2024 to May 18, 2025
Individual clients · 72 to 74
Apr 8, 2024 to May 18, 2025
Financial planning clients · 0 to 0
Apr 8, 2024 to May 18, 2025
HNW RAUM · $20.5M to $20.4M
Apr 8, 2024 to May 18, 2025
Individual RAUM · $11.9M to $14.4M
Apr 8, 2024 to May 18, 2025
Non-discretionary RAUM · $32.3M to $34.8M
Apr 8, 2024 to May 18, 2025
RAUM · $32.3M to $34.8M
Apr 8, 2024 to May 18, 2025
HNW RAUM · $15.5M to $20.5M
Mar 9, 2024 to Apr 8, 2024
Individual RAUM · $11.5M to $11.9M
Mar 9, 2024 to Apr 8, 2024
Non-discretionary RAUM · $27.1M to $32.3M
Mar 9, 2024 to Apr 8, 2024
RAUM · $27.1M to $32.3M
Mar 9, 2024 to Apr 8, 2024
Accounts · 126 to 162
Mar 25, 2023 to Mar 9, 2024
Individual clients · 75 to 72
Mar 25, 2023 to Mar 9, 2024
HNW RAUM · $19.0M to $15.5M
Mar 25, 2023 to Mar 9, 2024
Individual RAUM · $8.7M to $11.5M
Mar 25, 2023 to Mar 9, 2024
Non-discretionary RAUM · $27.6M to $27.1M
Mar 25, 2023 to Mar 9, 2024
RAUM · $27.6M to $27.1M
Mar 25, 2023 to Mar 9, 2024
Accounts · 118 to 126
Jan 6, 2023 to Mar 25, 2023
HNW clients · 10 to 7
Jan 6, 2023 to Mar 25, 2023
Individual clients · 58 to 75
Jan 6, 2023 to Mar 25, 2023
HNW RAUM · $18.6M to $19.0M
Jan 6, 2023 to Mar 25, 2023
Individual RAUM · $11.7M to $8.7M
Jan 6, 2023 to Mar 25, 2023
Non-discretionary RAUM · $30.3M to $27.6M
Jan 6, 2023 to Mar 25, 2023
RAUM · $30.3M to $27.6M
Jan 6, 2023 to Mar 25, 2023
Accounts · 0 to 118
Apr 14, 2022 to Jun 14, 2022
HNW clients · 0 to 10
Apr 14, 2022 to Jun 14, 2022
Individual clients · 0 to 58
Apr 14, 2022 to Jun 14, 2022
HNW RAUM · $0 to $18.6M
Apr 14, 2022 to Jun 14, 2022
Individual RAUM · $0 to $11.7M
Apr 14, 2022 to Jun 14, 2022
Non-discretionary RAUM · $0 to $30.3M
Apr 14, 2022 to Jun 14, 2022
RAUM · $0 to $30.3M
Apr 14, 2022 to Jun 14, 2022
Advisory employees · 1 to 2
Apr 13, 2022 to Apr 14, 2022
Employees · 1 to 2
Apr 13, 2022 to Apr 14, 2022

Signals

3 dated events

M J•••• Gitter (Managing Member) appeared on Schedule A of Purevest
Apr 13, 2022 · Control person joined · fact
J•••• Gitter (Managing Member) no longer on Schedule A of Purevest (listed 2022-01-15, absent 2022-02-16)
Feb 16, 2022 · Control person left · inference
Purevest filed its initial SEC registration (Form ADV)
Jan 15, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: i•••@p•••••••.netreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 347-466-4400reportedpublished by the firm, firm site, Sep 16, 2026
Website: p•••••••.netreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: (347) 466-4400reportedpublic record, Form ADV, Mar 13, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $17.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026