Pinecrest Advisors

Overview

Pinecrest Advisors is a small, independent registered investment adviser that manages portfolios for individual and family clients using a fee model tied to assets under management. The firm’s portfolio approach is centered on public investment vehicles — primarily mutual funds and pooled public funds — supplemented by targeted allocations to alternative assets. Advisory services focus on financial planning and portfolio management for individuals and small businesses, and the firm operates with fully discretionary authority over the assets it manages. Investment activity shows a preference for diversified, manager-driven exposures rather than concentrated single-stock positions. Given the heavy use of mutual funds and external managers for alternatives, Pinecrest relies on third-party strategies to implement sector, asset-class and alternative exposures rather than building extensive in-house direct-investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices