PIONEER SQUARE INVESTMENT ADVISOR, LLC
Adviser information for PIONEER SQUARE INVESTMENT ADVISOR, LLC last updated from Form ADV on March 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 | Delaware, United States |
Employees
Total Number of Employees | 0 |
---|---|
Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-112603 |
---|---|
SEC ERA File Number | 802-112603 |
SEC CIK Numbers | None |
SEC CRD Numbers | 292854 |
Legal Entity Identifier | None |
Principal Office
240 2ND AVE SSTE 300
SEATTLE
WA
United States
Monday - Friday, 9AM - 5PM
Tel: (206) 202-2227, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
PIONEER SQUARE LABS III, INC. | Sponsor, GP, manager of pooled investment vehicles |
PIONEER SQUARE LABS, INC. | Sponsor, GP, manager of pooled investment vehicles |
PSV GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
PSV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
PIONEER SQUARE VENTURES FUND I, L.P. | Venture Capital Fund | $80.0M | $0.1M | 71 |
PIONEER SQUARE VENTURES FUND II, L.P. | Venture Capital Fund | $100.0M | $0.1M | 76 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GOTTESMAN, GREGORY, AARON | Individual | – | MANAGING DIRECTOR, MEMBER | 01/2018 | 25-50% |
ENTRESS, GEOFFREY, ROGER | Individual | – | MANAGING DIRECTOR, MEMBER | 01/2018 | 25-50% |
SANDLER, JULIA, ELIZABETH | Individual | – | MANAGING DIRECTOR, MEMBER | 01/2018 | 25-50% |
Mehta, Palvi, Kumar | Individual | – | CHIEF FINANCIAL OFFICER | 09/2018 | < 5% |