Pitcairn Trust Company (Jenkintown)

Pitcairn Trust Company is a large advisory firm based in Jenkintown. It manages $506.23 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2007.

Pitcairn Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pitcairn Trust Company: assets under management

The assets under management (AUM) of Pitcairn Trust Company is $506.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $506.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pitcairn Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pitcairn Trust Company

Jr. Theodore W. Brickman has been acting as President since 1 Dec 2006. Barbara R Hauser joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clark Darrell Pitcairn	Director & senior vice president	1 Aug 1996	25% - 50%	4367552
Lawrence Richard Bardfeld	Chief legal officer & chief compliance officer	1 Jun 2000	Other	4367572
William Charles Mccormick	Chief financial officer, treasurer	1 Jun 2000	Other	4367607
Pitcairn Trust Company	Shareholder	1 Jun 2000	75% - 100%	23-24722424
Dirk Junge	Director, chairman, pres & ceo	1 Jun 2000	25% - 50%	1511343
Sally Jane Jones	Chief of operations & exec vice president	1 Nov 2000	Other	4939189
Leslie Corrine Voth	President, wealth mgmt group + exec vice president	1 Oct 2002	Other	4939191
Eric M. Feder	Chief investment officer + exec vice president	1 Nov 2006	Other	5270381
Harold Frederick Pitcairn	Director & vice president	1 Dec 2006	Other	2988515
Jr. Theodore W. Brickman	Director	1 Dec 2006	Other	5301100
William Christopher Kerr	Director	1 Dec 2006	Other	2021491
James Lee Kermes	Director	1 Dec 2006	Other	4370845
Jenny Pitcairn Maddock	Director	1 Dec 2006	Other	5301144
Alan Pitcairn	Director	1 Dec 2006	Other	2784974
Peter Searle Rhodes	Director	1 Dec 2006	Other	5301147
Jerry D. Sullivan	Director	1 Dec 2006	Other	5301150
Feodor Pitcairn	Director	1 Dec 2006	Other	4367939
Beth Pitcairn Jewell	Director	1 Dec 2006	Other	5301204
Barbara R Hauser	Director	1 Jul 2007	Other	5172235

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Pitcairn Group L.P.	Shareholder	1 Aug 1986	75% - 100%	23-2419636
Dirk Junge	Limited partner	1 Sep 1986	25% - 50%	1511343
Stephen Pitcairn	Limited partner	1 Jul 1987	25% - 50%	4367934
Pitcairn Company	General partner	1 Apr 1990	Other	23-1209830
Pitcairn Company	Shareholder	1 Mar 2004	75% - 100%	23-1209830
Pitcairn Financial Group Inc.	Shareholder	1 Mar 2004	75% - 100%	20-0581369

Based in Jenkintown

The principal office where Pitcairn Trust Company performs its advisory services is located at One Pitcairn Place, Jenkintown, PA 19046, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 215-887-6700 or by fax 215-881-6092. The normal business hours are 8:30a.m.-5:15p.m. on Monday - Friday.