Piton Investment Management, LP

Piton Investment Management, LP (CRD# 282517) is a financial advisory firm headquartered in Garden City, NY. They manage $962,551,489 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    963
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $5,763,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Piton Investment Management, LP
Showing 1 - 7 of 7 top financial advisors.
1
James P. Fortescue
CRD#: 2664841
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

James Fortescue (CRD# 2664841) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has 1 year of experience in the finance industry.

2
Brian M. Lockwood
CRD#: 2402096
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

Brian Lockwood (CRD# 2402096) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has over 28 years of experience in the finance industry.

3
Susan R. Yerkey
CRD#: 2364791
4444 Westheimer Road, Suite G500, Houston, TX 77027

Susan Yerkey (CRD# 2364791) is an Investment Advisor Representative working at Piton Investment Management, LP in Houston, TX and has over 28 years of experience in the finance industry.

4
Ralph Chan
CRD#: 4131654
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

Ralph Chan (CRD# 4131654) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has 1 year of experience in the finance industry.

5
Michael E. Farrell
CRD#: 7195826
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

Michael Farrell (CRD# 7195826) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has 1 year of experience in the finance industry.

6
Daniel T. Hughey
CRD#: 5718803
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

Daniel Hughey (CRD# 5718803) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has over 12 years of experience in the finance industry.

7
Tara R. Spillane
CRD#: 5806403
401 Franklin Avenue, Suite 202b, Garden City, NY 11530

Tara Spillane (CRD# 5806403) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has over 10 years of experience in the finance industry.

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