PINVEST

Legal name: PINVEST LLC

CRD 331586File 801-130446

APPROVED

Retail clients

Filing as of Jun 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$377.5M

Below cohort median (national)

Discretionary AUM

$24K

Non-discretionary $377.5M

Clients

6 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 11, 2024
Principal office: 396 ALHAMBRA CIRCLE, PH2, CORAL GABLES, FL, 33134
Phone: 786 244-7346 786 458-8491
Website: https://www.pinvestcapital.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $377.5M
Discretionary AUM: $24K
Non-discretionary AUM: $377.5M
Discretionary accounts: 3
Non-discretionary accounts: 3
Total accounts: 6
AUM per client: $62.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$177.2M
High net worth individuals	2	$24K
Banking or thrift institutions	2	$200.3M
Individuals (other than high net worth individuals)	1	$0

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — CONSULTING FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.