Adviser Record

Piton Investment Management, LP

Registered investment adviser · Garden City, NY · CRD #282517

Form ADV data as of 2026-09-01
Regulatory assets
$927.9 million
Total accounts
177
Employees
9
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$927.9 million
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$927.9 million
Discretionary accounts177
Non-discretionary accounts0
Total accounts177
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)9
Employees performing investment advisory functions (including research)6
Employees who are registered representatives of a broker-dealer1
Employees registered as investment adviser representatives with a state6
Employees registered as IARs for another investment adviser2
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
Client funds and securities held in the firm's custody$0
Clients for whom the firm has custody0
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
Client funds and securities held in a related person's custody$0
Clients for whom a related person has custody0
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsOther

Affiliated related persons

Other investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)2$1.8 million
High net worth individuals5$12.4 million
Investment companies2$226.8 million
Other investment advisers11$629.2 million
Corporations or other businesses not listed above2$57.7 million