About

About

Empowering Institutional Investors with Valuable Insights and Necessary Tools

PivotalPath enables clients with the full cycle of hedge fund investment due diligence, through its intelligence reports, analytics, and performance analysis tools. Harnessing our research portal, PivotalPath provides a diverse set of institutional investors, with over $300 billion in combined hedge fund investments, with valuable insights and the necessary tools for all hedge fund investment decisions.

Our dedicated research team has built trust and lasting partnerships with both allocators and hedge funds, providing transparency and ensuring that clients can always evaluate each manager in the right context. PivotalPath protects confidential manager information and only shares insights with its institutional investor clients.

Why PivotalPath?

Supporting investors with informed decision-making – our hedge fund research portal, curated by a team of experts, provides institutional investors with industry-leading insights and sophisticated tools to power investment. Using our solutions gives clients access to the industry’s most comprehensive hedge fund data, unbiased research, and accurate indices and benchmarks.

PivotalPath database

Quality and structure of hedge fund data straight from the source

PivotalPath users

Trusted partnerships with institutionally relevant hedge fund managers

PivotalPath search

Unbiased research and transparency rather than an approved set of managers

PivotalPath navigation

Accurate Indices and meaningful benchmarks

PivotalPath key

Easy access to intelligence and manager screening tools

PivotalPath sliders

Custom solutions and responsiveness

Decades of combined experience as hedge fund practitioners, allocators and software developers.

Supporting investors with informed decision-making – our hedge fund research portal, curated by a team of experts, provides institutional investors with industry-leading insights and sophisticated tools to power investment. Using our solutions gives clients access to the industry’s most comprehensive hedge fund data, unbiased research, and accurate indices and benchmarks.

Jonathan Caplis

Chief Executive Officer

Jonathan Caplis

Steven Schneider

Chief Operating Officer

Steven Schneider

Jesse Teitel

Institutional Sales Director

Jesse Teitel

Gwyn Roberts

Head of Manager Relations

Gwyn Roberts

Florin Spinu PhD

Chief Technical Product Manager

Florin Spinu PhD

Supported by a global network of sophisticated investors, academics and highly experienced C-level executives.

Board of Directors

  • Jonathan Caplis

    Chief Executive Officer of PivotalPath

  • Jackie Darr

    Chief Operating Officer at Racon Capital Partners, 
General Partner at Super Angel Fund

  • John Stanfill


    Former CEO RainKing Software & 
Executive Officer CoStar Group

  • Louis B. Thalheimer

    Chairman of Lord Baltimore Capital Group

  • Sandra S. Wijnberg

    Former Partner, Chief Administrative Officer and 
Member of the Board of Aquiline Holdings

  • John L. Youngblood

    Managing Partner of Gallatin Capital

Board of Advisors

Interested in actionable hedge fund data 
and industry–leading research?

We provide transparency for Allocators.

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