Pioneer Family Office provides portfolio management for individuals and small businesses and selecting other managers.
Pioneer Family Office reports 170 clients. They include 70 corporations and other businesses, 60 high-net-worth individuals, and 40 individual clients. Of its assets, 100.0% ($957M across 297 accounts) are managed with discretion. Of its clients, 65% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 2% |
| High-net-worth individuals | 35% | 23% |
| Corporations and other businesses | 41% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $22.7M | 2.4% | $568K |
| High-net-worth individuals | 60 | $218M | 22.8% | $3.64M |
| Corporations and other businesses | 70 | $716M | 74.8% | $10.2M |
| Total | 170 | $957M | 100% | $5.63M |
- Clients
- 40
- Regulatory AUM
- $22.7M
- AUM share
- 2.4%
- Avg. per client
- $568K
- Clients
- 60
- Regulatory AUM
- $218M
- AUM share
- 22.8%
- Avg. per client
- $3.64M
- Clients
- 70
- Regulatory AUM
- $716M
- AUM share
- 74.8%
- Avg. per client
- $10.2M
Total
- Clients
- 170
- Regulatory AUM
- $957M
- AUM share
- 100%
- Avg. per client
- $5.63M
- Clients outside the U.S.
- 65%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Pioneer Family Office is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Pioneer Administrative Services LTD owns 75% or more of Pioneer Family Office and is in turn owned by Pioneer International LTD (75% or more). Aviram Nahum is CEO; the leadership team includes Chief Compliance Officer Ruth Bacal. It has 5 employees, 3 of them in advisory roles.
Leadership
- Aviram NahumManager; Chief Executive Officer
- Ruth BacalChief Compliance Officer;chief Operations Officer;head of Client Services
- Omer GalinManager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Moises Esteban Abouganem
- Santiago Orlando Melo
- Aviram Nahum
- Rafael Ignacio Porras
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Pioneer Family Office, LLC
Pioneer Administrative Services LTD
Control person · since January 2019
- Owns 75% or more of Pioneer Administrative Services LTD
Pioneer International LTD
Control person · since November 1992
- Owns 75% or more of Pioneer International LTD
Indigo International Group Limited
Control person · since November 1999
Pioneer Family Office’s regulatory assets grew 1.7× from $551M (June 2021) to $957M (April 2026); clients rose from 130 to 170 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $957M | 170 | 5 | 1 |
| March 2025 | $791M | 197 | 5 | 1 |
| June 2024 | $703M | 199 | 5 | 1 |
| March 2023 | $626M | 172 | 5 | 1 |
| March 2022 | $664M | 173 | 4 | 1 |
| June 2021 | $551M | 130 | 4 | 1 |
Besides its headquarters, Pioneer Family Office has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3323 Ne 163rd St., Suite 604, North Miami BeachHQ
Other business names
Pioneer Family Office has reported 1 other business name to the SEC.
- Pioneer Wealth Management
Contact and registration details
- Legal name
- Pioneer Family Office, LLC
- Headquarters
- 3323 Ne 163rd St., Suite 604, North Miami Beach, FL 33160
- Website
- piowealth.com
- Phone
- 305-935-5502
- SEC file
- 801-116725
- Structure
- Florida LLC
- Fiscal year end
- December
Pioneer Family Office uses Morgan Stanley ($324M, 68%) and Bank Julius Bar & Co.ag ($156M, 32%) as custodians for its separately managed accounts. Pioneer Family Office does not have custody of client assets.
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $324M68%
- Bank Julius Bar & Co.agBank Julius Bar & Co.ag · Zurich · $156M32%
At year end, Pioneer Family Office’s separately managed accounts were mostly in bonds (56%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $194M across 129 positions; the largest are Vanguard Index Fds (35.0%), Invesco Qqq TR (14.5%) and Vanguard World FD (13.1%).
What the accounts hold
- Stocks20%
- Funds3%
- Bonds56%
- High-yield corporate bonds27%
- Investment grade corporate bonds23%
- U.S. government and agency bonds4%
- Sovereign bonds2%
- Cash3%
- Other18%
- Real estate, structured notes, private credit, private equity18%
Reported 13F holdings
- $194M
- Reported 13F value
- 129
- Positions
- 90.6%
- In the 10 largest
- +24.7%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs35.0%
- Invesco Qqq TR · Unit Ser 114.5%
- Vanguard World FD · Inf Tech ETF13.1%
- Invesco Exch Traded FD TR II · S&P 500 Momntm9.2%
- Vaneck ETF Trust · Fallen Angel HG6.8%
- iShares TR · MSCI Intl Vlu FT6.4%
- iShares TR · iShares Semicdtr2.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF1.5%
- State Str SPDR S&P 500 ETF T · TR Unit1.0%
- Vaneck ETF Trust · Mrngstr Wde Moat0.7%
Together, the ten largest are 90.6% of reported value.
How many clients does Pioneer Family Office have?
Pioneer Family Office has 170 clients and manages $957 million for them, as of April 2026. They include 70 corporations and other businesses, 60 high-net-worth individuals, and 40 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Pioneer Family Office offer?
Pioneer Family Office provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pioneer Family Office use?
Pioneer Family Office’s separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $324M and Bank Julius Bar & Co.ag (Zurich), with $156M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Pioneer Family Office have?
Pioneer Family Office has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pioneer Family Office invest in?
At the end of its last fiscal year, Pioneer Family Office’s separately managed accounts held 27% high-yield corporate bonds, 23% investment grade corporate bonds, 20% exchange-traded equities, 18% other, 4% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents and 2% sovereign bonds. The 18% other category is described as: Real Estate, Structured Notes, Private Credit, Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pioneer Family Office?
Pioneer Family Office is owned through a chain of holding companies by Indigo International Group Limited. Its direct owner is Pioneer Administrative Services LTD (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Pioneer Family Office get paid?
Pioneer Family Office is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pioneer Family Office?
Pioneer Family Office’s main office is at 3323 Ne 163rd St., Suite 604, North Miami Beach, FL 33160. Its phone number is 305-935-5502. Its website is piowealth.com.