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PAVE INVESTMENT ADVISORS, LLC.
CRD 322420File 801-126164
APPROVED
Retail clients
Filing as of Jun 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$669.6M
Above cohort median (national)
Discretionary AUM
$52.6M
Non-discretionary $617.0M
Clients
93
2,731 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 22, 2022
- Principal office
- 171 MADISON AVENUE, SUITE 1500, NEW YORK, NY, 10016
- Phone
- 646-690-2800
- Website
- http://www.pavefinance.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $669.6M
- Discretionary AUM
- $52.6M
- Non-discretionary AUM
- $617.0M
- Discretionary accounts
- 191
- Non-discretionary accounts
- 2,540
- Total accounts
- 2,731
- AUM per client
- $7.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 19 | $643.7M |
| Individuals (other than high net worth individuals) | 74 | $25.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Accounts | 2,842 | 2,731 | decreased by111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 7 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 441 | 93 | decreased by348 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $53,717,953 | $669,568,934 | increased by$615,850,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 441 | 2,842 | increased by2,401 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PAVE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAVE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.