Pitcairn

Overview

Pitcairn is an SEC registered investment adviser based in Conshohocken, PA, registered since 2024. It reports $5.9B in assets under management across 2,133 accounts, with 62 employees. It has 40 investment adviser representatives.

Reported AUM

$5.9B

Discretionary

77%

Accounts

2,133

Average account

$2.8M

Employees

62

Advisory reps

40

Registered since

2024

Jurisdictions

24

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Andrew Lea Busser President, Chief Executive Officer CRD 6046920
• Eric Woodruff Gaul Chief Financial Officer CRD 7996519
• Nathan Michael Sonnenberg Chief Investment Officer CRD 4586269

1 more executive officer, with direct contact details

Advisory reps 3 of 40

• Justin C Bakewell Investment Adviser Rep CRD 5840238
• Maryann Walker Bechta Investment Adviser Rep CRD 8266034
• Matthew Case Breidenbach Investment Adviser Rep CRD 6831001

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

Location

Headquarters

161 Washington St Ste 801
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 24 jurisdictions
• Website: pitcairn.com

Every state, with registration dates

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