Pivotal bioVenture Partners Investment Advisor LLC
RIA/Wealth
Pivotal bioVenture Partners Investment Advisor LLC is a RIA/Wealth based in New York, NY led by Tiffany Catherine Mcghee, reporting $420.5M in AUM as of Q3 2025 with 88% Healthcare concentration, with only 10 positions, and 29% allocation to PCVX.
CEOTiffany Catherine Mcghee
- Portfolio Value
- $173.0M
- Positions
- 10
- Top Holding
- PCVX at 28.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pivotal bioVenture Partners Investment Advisor LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Biotechnology Healthcare | $49.4M | 28.58% | +$2.4M Bought | 1.06% 1.4M shares | |
Biotechnology Healthcare | $40.4M | 23.38% | — | 4.40% 2.3M shares | |
Biotechnology Healthcare | $40.0M | 23.11% | — | 1.77% 2.1M shares | |
Unknown Unknown | $17.3M | 10.00% | — | — 779.0K shares | |
Biotechnology Healthcare | $11.5M | 6.65% | +$1.0M Bought | 1.03% 1.3M shares | |
Biotechnology Healthcare | $5.9M | 3.40% | +$5.9M New | 0.58% 502.5K shares | |
Unknown Unknown | $3.8M | 2.22% | — | 1.82% 653.4K shares | |
Biotechnology Healthcare | $2.9M | 1.68% | — | 0.14% 595.5K shares | |
Biotechnology Healthcare | $1.2M | 0.69% | — | 5.75% 2.4M shares | |
Biotechnology Healthcare | $503.1K | 0.29% | — | 4.93% 94.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pivotal bioVenture Partners Investment Advisor LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+9.66% | |
+5.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Pivotal bioVenture Partners Investment Advisor LLC
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