PITCAIRN logo

PITCAIRN

Updated today

Total assets under management

$5,871,259,245

Total clients

330

100% high-net worth

Total advisors

35

of 62 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

9

Average account size

$17,791,695

About

Pitcairn provides investment management and family office services to families, trusts, foundations, high‑net‑worth individuals and institutional clients, and advises on private investment funds and pooled vehicles. It offers both discretionary and non‑discretionary portfolio management alongside financial planning, tax preparation, consolidated reporting and administrative services such as bill payment.

The firm emphasizes customized, long‑term wealth strategies with asset allocations across equities, fixed income, mutual funds and ETFs, and may recommend independent managers, model portfolios, and unified managed accounts with tax‑overlay options. Pitcairn also advises on private investments using the GLAS platform, treats cash as an asset class, and uses research tools (including an AI aggregation tool) to support ongoing monitoring and allocation decisions.

Pitcairn is distinctive among peers for its affiliated trust company (Pitcairn Trust Company LLC) and affiliated insurance agency, and for operating from multiple offices rather than a single location. The firm targets ultra‑high‑net‑worth family relationships (noting a typical minimum of $25 million in investable assets or a minimum annual family fee) and uses fee arrangements beyond a simple percentage‑of‑AUM, including fixed family‑office fees, negotiated tax and administrative fees, and platform/operations fees for private investments.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Private / alternative investments Charitable giving & philanthropy

Fee options

Fixed

Family office services are offered on an annual fixed fee basis, varying by client complexity and assets

Project-based

Fees for tax, consolidated intermediary, and technology platform services range from $550 to $750 per Client account group

Other

Account minimum: $25 million Minimum fee: Minimum annual fee of $150,000 per family relationship

Main office location

PITCAIRN

Eight Tower Bridge, 161 Washington Street, Suite 801

Conshohocken PA 19428, United States

Number of offices

7

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Illinois · Maryland · Massachusetts · Minnesota · Montana · Nebraska · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Vermont · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brendan H

Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

James G

Series 63, Series 65

Jupiter, FL

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Morgan M

Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

David S

CFP®, CFA®

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Man Tou I

Series 65

San Francisco, CA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Joseph W

CFP®

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Andrew B

Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Mark R

CFP®, Series 63

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Jocelyn S

CFP®, Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Andrew S

CFP®, Series 63, Series 66

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Christina M

Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Jennifer P

Series 63, Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

John J

Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Matthew B

CFP®

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
user avatar

Laurie M

CFA®, Series 63, Series 65

Conshohocken, PA

Pitcairn

Private / alternative investments Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")