Pih Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$87,500,000
Clients
35
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$2,500,000
About
Pih Investments, LLC is a single‑advisor registered investment adviser that primarily serves individual clients through a firm‑sponsored wrap fee asset‑management program. The firm offers discretionary and non‑discretionary portfolio management across mutual funds, ETFs, equities, fixed income and options, and requires a written agreement and custodian account for program participation.
The firm develops personalized investment plans using client‑provided financial data and documented investment policy statements, relying on fundamental analysis and strategies that range from long‑term holdings to short‑term trading and option writing. Account reviews are conducted weekly or monthly as appropriate, and the adviser will execute trades under discretionary authority or, if non‑discretionary, obtain client approval for each transaction.
Noteworthy features compared with peers include acting as the wrap fee program sponsor — an uncommon role for small independents — and the firm’s principal also operating as an independent insurance agent who may offer insurance products and receive customary commissions, a disclosed potential conflict of interest. The brochure also notes a relatively concentrated client base (roughly 35 clients with about $87.5 million in assets) and exclusive use of a single broker‑dealer custodian for execution and custody, arrangements the firm describes and manages in its disclosures.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $250,000: N/A $250,001 - $1,999,999: 0.99% annually $2,000,000 - $4,999,999: 0.88% annually $5,000,000+: 0.80% annually
Account minimum: $250,000
Main office location
Pih Investments, LLC
526 Mission Street, 1 St Floor
South Pasadena CA 91030, United States
Number of offices
1
Most active in
Pih Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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