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PAVE INVESTMENT ADVISORS, LLC.

CRD 322420File 801-126164
APPROVED
Retail clients
Filing as of Jun 3, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other investment advisers19$643.7M
Individuals (other than high net worth individuals)74$25.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.