PINE ROAD ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
163841
Registered since
April 5, 2012

Firm profile

FINTRX

Overview

Pine Road Asset Management LLC is an LLC that has been SEC-registered since 2012 and is structured with individual ownership. The firm does not present itself as a multi-state adviser, pension consultant, or active ESG investor. Its regulatory and corporate profile classifies it as unclassified, and it is not identified as a capital allocator in the source data. The firm's primary role appears to be sponsor and general partner activity: Pine Road serves as sponsor, GP, and managing member of pooled investment vehicles rather than operating as a traditional retail advisory practice. That positioning implies the organization focuses on operating and managing closed or pooled investment structures rather than servicing a roster of advisory retail clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PAUL ONEILL

    Managing MemberCRD 2748838

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1 N Shr Ctr Suite 100 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth