PIVOTAL PLANNING GROUP, LLC
SEC file number 801-71335
· MELVILLE, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$382.6M
Discretionary AUM
$381.8M
Employees
7
Clients
—
Firm
- Address
- 534 BROADHOLLOW ROAD
MELVILLE, NY 11747 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- CPC Pivotal Drive Holdings, LLC Low name-match confidence · CIK 2070859 · CA
- PivotalEdge Capital Alpha Fund, LLC Low name-match confidence · CIK 2030360 · VA
- Pivotal Fund One LP Low name-match confidence · CIK 1972408 · CA
- Pivotal Health Inc. Low name-match confidence · CIK 2027681 · WI
- Pivotal Investment Fund, LLC Low name-match confidence · CIK 2141528 · DE
- Pivotal Leveraged Fund LP Low name-match confidence · CIK 2013945 · CA
- Pivotal Space, Inc. Low name-match confidence · CIK 2104646 · CO
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Pivotal Investment Fund, LLC · D · Jun 22, 2026$20M
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Pivotal Space, Inc. · D/A · Jan 15, 2026$44.2M
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Pivotal Space, Inc. · D · Jan 12, 2026$4.7M
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PivotalEdge Capital Alpha Fund, LLC · D/A · Jul 15, 2025
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CPC Pivotal Drive Holdings, LLC · D · May 30, 2025
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Pivotal Leveraged Fund LP · D/A · Apr 7, 2025
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Pivotal Fund One LP · D/A · Apr 7, 2025