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Pisces Ventures, LLC (New York)


Pisces Ventures, LLC is a mid-sized advisory firm based in New York. It manages $33.26 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.




Pisces Ventures provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pisces Ventures: assets under management

The assets under management (AUM) of Pisces Ventures, LLC is $33.26 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.16 million in discretionary accounts and $98.96 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $829.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pisces Ventures, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Pisces Ventures, LLC performs its advisory services is located at 1120 Avenue Of The Americas, New York, NY 10036 The mailing address of the firm is 1120 Avenue Of The Americas, New York, NY 10036. An additional office of the firm is in Conshohocken, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-830-3469 or by fax 917-720-9912. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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