About

Empowering institutional investors with valuable insights and the necessary tools.

PivotalPath enables clients with the full cycle of hedge fund investment due diligence, through its intelligence reports, analytics and performance analysis tools.

Request a demo → See the methodology

Why PivotalPath

Harnessing our research portal, PivotalPath provides a diverse set of institutional investors — with over $650 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.

Data: Quality and structure of hedge fund data, straight from the source.
Relationships: Trusted partnerships with institutionally relevant hedge fund managers.
Research: Unbiased research and transparency, rather than an approved set of managers.
Indices: Accurate indices and meaningful benchmarks.
Access: Easy access to intelligence and manager screening tools.
Service: Custom solutions and responsiveness.

How many managers PivotalPath covers →

What we do

Three things, on one dataset.

Allocators: Performance analytics, manager screening, benchmarking and portfolio construction, on point-in-time data sourced directly from managers.
Managers: Contextual analysis against an anonymized distribution of the appropriate strategy class — standing, placement and edge reports, and private sleeves nobody else can see.
Indices: Rules-based hedge fund indices, published free, with the full construction methodology open to anyone.

Unbiased hedge fund benchmarks and research.

Team

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

Jonathan CaplisChief Executive OfficerLinkedIn →

Steven SchneiderChief Operating OfficerLinkedIn →

Jesse TeitelInstitutional Sales DirectorLinkedIn →

Gwyn RobertsHead of Manager RelationsLinkedIn →

Florin Spinu PhDChief Technical Product ManagerLinkedIn →

Board of Directors

A global network of sophisticated investors, academics and C-level executives.

Jonathan CaplisChief Executive Officer of PivotalPath

Jackie DarrChief Operating Officer at Racon Capital Partners; General Partner, Super Angel Fund

John StanfillFormer CEO, RainKing Software; Executive Officer, CoStar Group

Louis B. ThalheimerChairman of Lord Baltimore Capital Group

Sandra S. WijnbergFormer Partner, Chief Administrative Officer and Board member, Aquiline Holdings

John L. YoungbloodManaging Partner of Gallatin Capital

Board of Advisors

Mark P. Doherty CFAHedge fund research professional

Samuel L. JacobChief Executive Officer, SLJ Capital Partners

Bob LernerInvestment management entrepreneur

James H. McLaughlinFounder and CEO, J. H. McLaughlin & Co

David PuthVice Chairman North America, Partners Capital

R. Todd RuppertRetired President and CEO, T. Rowe Price Global Investment Services

Dr. Joshua T. VogelsteinPhD, Neuroscience

Recognition

2023: Best Hedge Fund Indices — HedgeWeek US Awards.
Monthly: A subset of the PivotalPath indices is published by Institutional Investor.
Ongoing: The indices are listed on the Bloomberg Terminal and referenced in industry coverage.

Recent coverage in Institutional Investor →