Pitcairn Investment Management is a large advisory firm based in Jenkintown. It manages $1.12 billion of regulatory assets for 973 client accounts. It has been registered with the SEC as an adviser since 2001.
Pitcairn Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pitcairn Investment Management is $1.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pitcairn Investment Management for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jack Winton Robbins has been acting as President since 1 Feb 1995. Jack Yates Iii has served as the Chief Investment Officer since 1 Jun 2000. Pitcairn Company joined the executive team most recently as the Shareholder.
The principal office where Pitcairn Investment Management performs its advisory services is located at One Pitcairn Place, Jenkintown, PA 19046, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 215-887-6700 or by fax 215-881-6092. The normal business hours are 8:30a.m.-5:15p.m. on Monday - Friday. You can find more information about the New York firm at www.pitcairn.com.