Nine Pines Ventures, LLC
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 330532
- Website
- ninepinesventures.com
- 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 RIA organized as an LLC and registered in California. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fees are a mix of asset-based charges and fixed fees. Nine Pines does not list ESG investing as an active focus and is not 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
FINTRXContacts
FINTRXWealth 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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