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.
Meet some of our clients
Meet some of our 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.
Quality and structure of hedge fund data straight from the source
Trusted partnerships with institutionally relevant hedge fund managers
Unbiased research and transparency rather than an approved set of managers
Accurate Indices and meaningful benchmarks
Easy access to intelligence and manager screening tools
Custom solutions and responsiveness
Meet some of our partners
Meet some of our partners
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.
Supported by a global network of sophisticated investors, academics and highly experienced C-level executives.
Board of Directors
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Jonathan Caplis
Chief Executive Officer of PivotalPath
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Jackie Darr
Chief Operating Officer at Racon Capital Partners, General Partner at Super Angel Fund
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John Stanfill
Former CEO RainKing Software & Executive Officer CoStar Group
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Louis B. Thalheimer
Chairman of Lord Baltimore Capital Group
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Sandra S. Wijnberg
Former Partner, Chief Administrative Officer and Member of the Board of Aquiline Holdings
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John L. Youngblood
Managing Partner of Gallatin Capital
Board of Advisors
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Mark P. Doherty CFA
Experienced Hedge Fund Research Professional
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Samuel L. Jacob
Chief Executive Officer at SLJ Capital Partners LLC
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Bob Lerner
Investment Management Entrepreneur
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James H. “Jamie”
McLaughlin Founder & CEO of J. H. McLaughlin & Co
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David Puth
CEO of Centre
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R. Todd Ruppert
Retired President and CEO of T. Rowe Price Global Investment Services and co-president T. Rowe Price International. Retired Venture Partner Greenspring Associates. Serial start-up investor and advisor.
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Dr. Joshua T. Vogelstein
PhD Neuroscience