Pitcairn Investment Management (Jenkintown)

Name: Pitcairn Investment Management
Address: One Pitcairn Place, Jenkintown, PA, 19046
Telephone: 215-887-6700

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.

Pitcairn Investment Management: assets under management

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 firm manages $1.12 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pitcairn Investment Management

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack Winton Robbins	Director	1 Feb 1995	Other	4367600
Mark Neil Steinberger	Director, general counsel, assistant secretary & senior trust executive	1 Feb 1995	Other	4367923
Clark Darrell Pitcairn	Director & senior vice president	1 Aug 1996	25% - 50%	4367552
Jack Yates Iii	Chief investment officer	1 Jun 2000	Other	4367546
Lawrence Richard Bardfeld	Chief legal officer & chief compliance officer	1 Jun 2000	Other	4367572
William Charles Mccormick	Chief financial officer, treasurer & chief financial officer	1 Jun 2000	Other	4367607
Pitcairn Trust Company	Shareholder	1 Jun 2000	75% - 100%	23-24722424
Alvin Abraham Clay Iii	President, ceo & director	1 Jun 2000	Other	4367613
Dirk Junge	Director	1 Jun 2000	25% - 50%	1511343
Sally Jane Jones	Chief of operations & exec vice president	1 Nov 2000	Other	4939189
Leslie Corrine Voth	Director, wealth mgmt services + exec vice president	1 Oct 2002	Other	4939191

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Pitcairn Group L.P.	Shareholder	1 Aug 1986	75% - 100%	23-2419636
Dirk Junge	Limited partner	1 Sep 1986	25% - 50%	1511343
Stephen Pitcairn	Limited partner	1 Jul 1987	25% - 50%	4367934
Pitcairn Company	Shareholder	1 Aug 1987	75% - 100%	23-1209830
Pitcairn Company	General partner	1 Apr 1990	Other	23-1209830
Pitcairn Company	Shareholder	1 Mar 2004	75% - 100%	23-1209830
Pitcairn Financial Group Inc.	Shareholder	1 Mar 2004	75% - 100%	20-0581369

Based in Jenkintown

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.