DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P••••••
Legal name P•••••• L••
Latest filing Jun 26, 2026
First filing on the tape May 10, 2024 · 15 filings
SEC status approved since Jun 11, 2024
RAUM
$377M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$23,605 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$377M as of Jun 26, 2026
Feb 28, 2025$276M then
HNW client RAUM$23,605 as of Jun 26, 2026
Feb 28, 2025$103M then
State-registered IARs (5.B.3)3 as of Jun 26, 2026
Feb 28, 20251 then
Employees (5.A)4 as of Jun 26, 2026
Feb 28, 20251 then
Private funds: no history
RAUM +37% over the last fiscal yearIARs 1 to 3
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 1derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $11,803derivedHNW RAUM over HNW clients
- Average account
- $62.9MderivedRAUM 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
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- 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
- Banks and thrifts$200M53%
- Corporations and businesses$177M47%
- High-net-worth individuals$23,6050.0%
- Individual clients
- 1reported
- HNW clients
- 2reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $23,605 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.0 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 |
|---|---|---|---|---|
| E•••••• Z••••••• C•••• | Coral Gables, Fl | Jun 24, 2024 | 16 y | 2 |
| F•••••••• R•••••• B•••••• | Coral Gables, Fl | Mar 18, 2025 | 10 y | 1 |
| D•••• P•••••• Z•••••• | Coral Gables, Fl | Sep 15, 2025 | 12 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
- F•••••••• R•••••• B•••••• from C•••••••• G••••• M•••••• I•••Mar 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- E•••••• Z••••••• C•••• from C•••••••• G••••• M•••••• I•••Jun 24, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Z••••••• C••••• E•••••• · Principal - Ccocontrolsince 04/2024 · owns less than 5%
- E••• G•••••••• D•••• F•••• A•••••••• · Sole Membercontrolsince 05/2011 · owns 75% or more of P•••••••• H••••••• L••
Entity owners
- P•••••••• H••••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•• M••••••••• C•• D• S•••••• Y• R••••••••• S•••real estaten
- B•••• D• L•••n
- B•••• D••••• C••• D•• E••••••n
- B•••• G•••••• R••••••••n
- B•••• P•••••••• • M•••• A•••••n
- B•••• P•••••••• C•••n
- B•••• P•••••••• E••••• S•••n
- B•••• P•••••••• P•••n
- B•••• P•••••••• S••• C•••••••n
- C•••••••• S•••real estaten
- C••••• S•••••• S••• C••••••• D• S••••••real estaten
- I••••••••• B••• N•••n
- N••••••••• S••• A•••••• A•••••• P••••••••• D• S••••••real estaten
- S•••••• D•• P•••••••• S••• C••••••• D• S•••••• Y• R•••••••••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Apr 13, 2026peers: other advisers, $100M to $500M (212)
- client mix shiftChange between filings · filing Apr 13, 2026private-client share of RAUM moved from 37.0% to 0.0% between the annual amendments of 2025-04-29 and 2026-04-13peers: other advisers, $100M to $500M (212)
- HNW share shiftChange between filings · filing Apr 13, 2026HNW share of RAUM moved from 37.0% to 0.0% between the annual amendments of 2025-04-29 and 2026-04-13peers: other advisers, $100M to $500M (212)
- institutional asset share shiftChange between filings · filing Apr 13, 2026institutional share of RAUM moved from 63.0% to 100.0% between the annual amendments of 2025-04-29 and 2026-04-13peers: other advisers, $100M to $500M (212)
What changed
consecutive filings, newest first
- Accounts · 8 to 6Oct 23, 2025 to Jan 30, 2026
- Advisory activities · 3 to 4Oct 23, 2025 to Jan 30, 2026
- Corporate clients · unset to 1.0Oct 23, 2025 to Jan 30, 2026
- HNW clients · 1 to 2Oct 23, 2025 to Jan 30, 2026
- Individual clients · unset to 1.0Oct 23, 2025 to Jan 30, 2026
- State-registered IARs · 2 to 3Oct 23, 2025 to Jan 30, 2026
- Discretionary RAUM · $0 to $23,605Oct 23, 2025 to Jan 30, 2026
- HNW RAUM · $103M to $23,605Oct 23, 2025 to Jan 30, 2026
- Individual RAUM · unset to 0.0Oct 23, 2025 to Jan 30, 2026
- Non-discretionary RAUM · $276M to $377MOct 23, 2025 to Jan 30, 2026
- RAUM · $276M to $377MOct 23, 2025 to Jan 30, 2026
- Wrap assets (manager) · unset to 23605.0Oct 23, 2025 to Jan 30, 2026
- Wrap assets (sponsor) · unset to 0.0Oct 23, 2025 to Jan 30, 2026
- Advisory employees · 1 to 2Jul 3, 2025 to Aug 28, 2025
- Employees · 1 to 4Jul 3, 2025 to Aug 28, 2025
- State-registered IARs · 1 to 2Jul 3, 2025 to Aug 28, 2025
- Financial planning clients · unset to May 8, 2025 to Jul 3, 2025
- Accounts · 5 to 8Dec 13, 2024 to Feb 28, 2025
- HNW clients · unset to 1.0Dec 13, 2024 to Feb 28, 2025
- HNW RAUM · unset to 103365884.0Dec 13, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $113M to $276MDec 13, 2024 to Feb 28, 2025
- RAUM · $113M to $276MDec 13, 2024 to Feb 28, 2025
- Accounts · 0 to 5Jun 25, 2024 to Oct 2, 2024
- Advisory activities · 2 to 3Jun 25, 2024 to Oct 2, 2024
- Non-discretionary RAUM · $0 to $113MJun 25, 2024 to Oct 2, 2024
- RAUM · $0 to $113MJun 25, 2024 to Oct 2, 2024
Signals
3 dated events
- Pinvest reported RAUM $377.5M, up 37% from $276.0M (2025-10-23 to 2026-01-30)Jan 30, 2026 · RAUM change · derived
- Pinvest reported RAUM $276.0M, up 143% from $113.4M (2024-12-13 to 2025-02-28)Feb 28, 2025 · RAUM change · derived
- Pinvest filed its initial SEC registration (Form ADV)May 10, 2024 · 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
- Firm profile
- linkedin.com/company/pinvestcapitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- p•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 786 244-7346 786 458-8491reportedpublic record, Form ADV, Jun 26, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026