Pinestone Asset Management Inc.

RIASEC RegisteredEst. 2021

Total AUM

$54.1B

Discretionary

$50.5B

93% of AUM

Avg account

$547M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 317431
Registered since: December 20, 2021
Website: pinestoneam.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, BROWN BROTHER HARRIMAN & CO.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles65.4%
Pension & Profit Sharing Plans8.78%
Other Investment Advisers7.97%
State / Municipal Government7.86%
Investment Companies6.97%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinestone Asset Management Inc. is an institutional registered investment adviser organized as a corporation and owned by an individual. The firm provides discretionary portfolio management for investment companies, pooled vehicles and institutional entities, and bills clients through a mix of percentage-of-AUM fees, performance-based fees and other arrangements. Its client base is institutional and the firm is marked as an active ESG investor. Pinestone is not identified as a multi-state adviser or a pension consultant and is not categorized as a capital allocator.