PINETREE ADVISORS CORP.
  • PINETREE ADVISORS CORP.

Adviser Profile

As of Date 12/14/2023
Registration status Registration Changed to PINETREE ADVISORS CORP.
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 75,000,000
of that, discretionary 75,000,000
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,205,882
% High Net Worth 100.00%
SMA’s No
Private Funds 0 1

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

120M 103M 86M 69M 51M 34M 17M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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