Pioneer Family Office, Llc
- Regulatory AUM
- $957M
- Discretionary
- $957M
- Clients
- 170
- Avg AUM / client
- $5.6M
- Accounts
- 297
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $22.7M | 2.38% |
| High net worth individuals | 60 | $218M | 22.8% |
| Corporations and other businesses | 70 | $716M | 74.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aviram Nahum | Manager; Chief Executive Officer | Jun 2005 (21y) | Less than 5% | |
| Bacal, Ruth | Chief Compliance Officer;Chief Operations Officer;Head Of Client Services | Jan 2019 (8y) | Less than 5% | |
| Gonen, Dafna | Manager | Jan 2019 (8y) | Less than 5% | |
| Galin, Omer | Manager | Mar 2020 (6y) | Less than 5% | |
| Rafael Ignacio Porras | Registered representative | CFA | Apr 2026 (0y) | |
| Santiago Orlando Melo | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pioneer Administrative Services Ltd | Member | Jan 2019 | A | 75% or more |
| Indigo International Group Limited | Owner | Nov 1999 | B | ≈ 42.19% – 100% via Pioneer International Ltd |
| Pioneer International Ltd | Owner | Nov 1992 | B | ≈ 56.25% – 100% via Pioneer Administrative Services Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Indigo International Group Limited: 75% – 100% of Pioneer International Ltd × 75% – 100% of Pioneer Administrative Services Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Pioneer International Ltd: 75% – 100% of Pioneer Administrative Services Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • MINIMUM ACCOUNT CHARGE
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $324M (34% of AUM) Apr 2026
- Bank Julius Bär & Co. Ag $156M (16% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗