PINE RIDGE ADVISERS LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

12 9.09%

of those in investment advisory functions:

4 33.33%

Registration:

SEC, Approved, 6/7/2018

AUM:

3,451,950,996 29.66%

of that, discretionary:

3,451,950,996 29.66%

Private Fund GAV:

35,796,844 48.78%

Avg Account Size:

104,604,576 25.73%

% High Net Worth:

42.42% -9.09%

SMA’s:

YES

Private Funds:

1

Contact Info

212 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 764M 382M
2018 2019 2020 2021 2022 2023

Recent News

Pine Ridge Advisers LLC Buys Astra Space Inc, Vanguard FTSE Developed Markets ETF, iShares Core ...
11/15/2021

Related Stocks: VEA, IJR, ASTR,

gurufocus.com

Gold Coast City Councillors reveal their wishlists of projects in each division
04/09/2021

State funding for the Brisbane Rd/Pine Ridge Rd, Coombabah intersection to reduce traffic congestion at peak times. Cr Caldwell said council had allocated $5.4 million towards the project, but the state was yet to commit funds to construction.

goldcoastbulletin.com.au

Three times unlucky for locked down businesses
04/08/2021

Kosy Korner owner Ann Gordon was left with more eggs than she could cook over the Easter weekend when Ontario went into lockdown April 3.

thestar.com

From Wounded Knee to Pipeline Access, the Lakota’s Enduring Power
04/04/2021

enable the U.S. government to rush troops around lickety-split (6,000-7,000 army troops descended on the Pine Ridge Reservation in the weeks before the Wounded Knee Massacre in 1890, for example ...

governing.com

Vice President Harris calls director of Black Hills Community Loan Fund
04/02/2021

Onna LeBeau had an unforgettable opportunity Wednesday to advocate for her industry and the Native American community when Vice President Kamala Harris called her. LeBeau is the executive director ...

rapidcityjournal.com

Orlando area high school scores and top performers from Thursday, April 1
04/02/2021

Pine Ridge 6, Trinity Christian 5 Buzz: Chase Miller, Tyler Hoppe and Dilan Arcaro each had 2 hits for the Panthers, with Miller’s being a double and triple. Carter Oglageo had 2 hits and 2 RBI ...

orlandosentinel.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $35,796,844

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Private Funds



Employees




Brochure Summary

Overview

A. The Company Pine Ridge is a Delaware limited partnership that was founded in March 2018. The Firm’s principal place of business is in New York, NY. The principal owner of Pine Ridge is Baldo Fodera. B. Advisory Services Investment Management Services Pine Ridge provides discretionary investment and non-discretionary advice and management services to a pooled investment vehicle (the “Fund”) and separately managed accounts (each a “Separately Managed Account” and collectively, “Managed Accounts”). Separately Managed Account clients are referred to herein as “SMA Clients.” Pine Ridge will create a customized asset allocation strategy to meet a client’s individual investment objectives. Pine Ridge will review a client’s present financial situation, cash flow needs, tax status, existing investments, investment restrictions (if any) and time horizon before determining portfolio allocations and suitable investment managers. Pine Ridge will then set an investment policy that outlines the overall investment objectives and goals, risks, restrictions, strategic asset allocation, investments and ranges, and benchmarks for such clients. The investment policy will provide the principles under which Pine Ridge will manage the client’s investment program. Family Offices Services If requested by the
client, Pine Ridge may also provide the following additional family offices services:
• Bill paying;
• Check writing; and
• The coordination of professional and other services (i.e., accounting, legal, insurance, home repair, property management, public relations). C. Client Tailored Services and Client Imposed Restrictions As detailed above, Pine Ridge will create a customized investment strategy to meet a client’s individual investment objectives. Generally, clients are permitted to impose reasonable restrictions on investing in certain securities or types of securities in their advisory accounts, provided, however, that some restrictions may not be accommodated when utilizing Exchange Traded Funds, private funds or with respect to certain third-party investment managers. In addition, a restriction request may not be honored if it is fundamentally inconsistent with Pine Ridge’s investment philosophy, runs counter to the client’s stated investment objectives, or would prevent Pine Ridge from properly servicing client accounts. D. Wrap Fee Programs Pine Ridge does not provide portfolio management services to a wrap fee program(s). E. Assets Under Management As of December 31, 2023, Pine Ridge managed $3,451,950,996 of assets on a discretionary basis and $0 on a non-discretionary basis.