PIONEER FAMILY OFFICE, LLC
Adviser information for PIONEER FAMILY OFFICE, LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 316 | $703.2M |
| Non-Discretionary | 0 | $0 |
| Total | 316 | $703.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 88 | $24.9M |
| HNW Individuals | 64 | $168.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 47 | $509.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 54 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMMINIMUM ACCOUNT CHARGE |
Identifiers
| SEC RIA File Number | 801-116725 |
|---|---|
| SEC ERA File Number | 801-116725 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142856 |
| Legal Entity Identifier | None |
Principal Office
3323 NE 163RD ST.SUITE 404
NORTH MIAMI BEACH
FL
United States
Monday - Friday, 10:00 A.M. - 4:00 P.M.
Tel: 305-935-5502, Fax: 305-935-5133
Websites
Chief Compliance Officer
RUTH BACAL
CHIEF OPERATIONS OFFICER; HEAD OF CLIENT SERVICES
3323 NE 163RD ST.
SUITE 404
NORTH MIAMI BEACH
FL
United States
Tel:
305-935-5502
Fax:
305-935-5133
R******@************M
(Full email address available in API data)
Industry Affiliates
| PIONEER ADMINISTRATIVE SERVICES LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NAHUM, AVIRAM | Individual | – | MANAGER; CHIEF EXECUTIVE OFFICER | 06/2005 | < 5% |
| Bacal, Ruth | Individual | – | CHIEF COMPLIANCE OFFICER;CHIEF OPERATIONS OFFICER;HEAD OF CLIENT SERVICES | 01/2019 | < 5% |
| PIONEER ADMINISTRATIVE SERVICES LTD | Foreign Entity | – | MEMBER | 01/2019 | > 75% |
| PIONEER INTERNATIONAL LTD | Foreign Entity | PIONEER ADMINISTRATIVE SERVICES LTD | OWNER | 11/1992 | > 75% |
| INDIGO INTERNATIONAL GROUP LIMITED | Foreign Entity | PIONEER INTERNATIONAL LTD | OWNER | 11/1999 | > 75% |
| Gonen, Dafna | Individual | – | MANAGER | 01/2019 | < 5% |
| Galin, Omer | Individual | – | MANAGER | 03/2020 | < 5% |