NINE PINES VENTURES, LLC
Firm details
- Headquarters
- SAN RAMON, California
- CRD number
- 330532
- Custodians
- CS P LANNING
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.17%
- Business Development Companies5.19%
- Individuals3.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nine Pines Ventures, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients. Its advisory work emphasizes financial planning and portfolio management across individuals, small businesses, and larger business or institutional accounts. Compensation is a mix of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Derivatives15%
- Private Funds5%
Owners & executives
1 of 1Ronald Moore
CIOCRD 7921964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAMON, CA
CONTRA COSTA
Location
SAN RAMON, CA
Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 15 Stow Ct
- Time zone
- PT (UTC-8)
- Office locations
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