PITON INVESTMENT MANAGEMENT, LP

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Adviser Profile
As of Date 04/15/2024
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 7
Registration SEC, Approved, 01/29/2016
AUM* 920,386,342 -5.42%
of that, discretionary 920,386,342 -5.42%
Private Fund GAV* 33,609,112 12.03%
Avg Account Size 5,646,542 -10.64%
% High Net Worth 19.05% 100.00%
SMA’s Yes
Private Funds 1
Contact Info 646 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 956M 765M 573M 382M 191M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$33,609,112

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Brochure Summary

Overview

Piton Investment Management, L.P. (“Piton” or the “Firm’) is an investment adviser. Piton is a limited partnership that was formed in July 2015, under the laws of the State of Delaware. Piton is 96% owned by Piton Management LLC, a Delaware limited liability company, and 4% owned by various limited partners. James P. Fortescue and Kristopher Konrad are the Elected Managers of Piton Management LLC. Piton is an investment advisory firm specializing in fixed-income investment management services to institutions, other investment advisors and high net worth individuals. Piton tailors its advisory services to the individual needs of Clients. While Piton generally makes investment decisions on behalf
of Clients, the Firm will permit Clients to impose investment restrictions on certain securities or other limitations as mutually agreed upon. Piton provides advisory services in a manner that we believe is consistent with our fiduciary duties to all Client accounts. Piton also offers consulting, advisory, sub-advisory and related services to and for clients. These are either ongoing or in a short-term manner. For these accounts, Piton could make investment decisions, depending on the terms of the applicable agreement. Alan Gilmore is Piton’s Chief Compliance Officer (“CCO”). As of December 31, 2023, the Firm manages approximately $920 Million in Regulatory Assets Under Management.