PINEGROVE OPPORTUNITY PARTNERS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$488M
Accounts
6
Employees
17
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
170811
Registered since
April 18, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.05%
  • Other4.95%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pinegrove Opportunity Partners, LLC is a private equity-focused adviser that structures and manages pooled investment vehicles for institutional clients. The firm operates as both sponsor and general partner of closed-end funds and also performs commodity pool/CTA activities, which suggests it runs both private capital strategies and more liquid, manager-driven commodity or derivatives programs. Investment emphasis sits on private equity while maintaining an active appetite for complementary alternative strategies—Pinegrove lists venture capital, hedge funds and commodities among its allocations. The adviser uses a fee model that combines a percentage-of-AUM charge with performance-based fees, aligning incentive structures with fund-level outcomes. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into manager selection and portfolio construction across its pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • E-JOHN LEE

    Chief Operating OfficerCRD 8180181

  • BRIAN LAIBOW

    Founding Partner and CEOCRD 6482909

  • PRATEEK BHIDE

    Partner and Co-CIOCRD 5933283

Contacts

2 of 2
  • GAURAV MATHUR

    PartnerCRD 4836430

  • Jillana Downing

    Compliance ManagerCRD 8007291

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth