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