Piton Investment Management, LP

Overview

Piton Investment Management, LP is an SEC registered investment adviser based in Garden City, NY, registered since 2016. It reports $928M in assets under management across 177 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$928M

Discretionary

100%

Accounts

177

Average account

$5.2M

Employees

9

Advisory reps

6

Registered since

2016

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Other Investment Advisors

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• James Patrick Fortescue Chief Executive Officer CRD 2664841
• Brian Matthew Lockwood Chief Investment Officer CRD 2402096
• James Patrick Slattery Chief Financial Officer CRD 5790635

2 more executive officers, with direct contact details

Advisory reps 3 of 6

• Ralph Chan Investment Adviser Rep CRD 4131654
• Michael E Farrell Investment Adviser Rep CRD 7195826
• James Patrick Fortescue Investment Adviser Rep CRD 2664841

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

401 Franklin Ave Ste 202B
Garden City, NY 11530

County

Nassau

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: pitonim.com

Every state, with registration dates

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