Pinetree Advisors Corp.

RIASEC RegisteredEst. 2022

Total AUM

$120M

Discretionary

$120M

100% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 299275
Registered since: April 25, 2022
Website: pinetreeadvisors.us
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LPL FINANCIAL LLC, JEFFERIES LLC, EFG INTERNATIONAL, BRITANNIA BANK & TRUST
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI97.33%
Pooled Investment Vehicles2.67%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinetree Advisors Corp. is a small, SEC-registered corporate RIA that acts as a capital allocator to both individual/family and institutional clients. Registered in 2022, the firm is owned by an individual and focuses on portfolio management for individuals and small businesses while also performing selection of other advisers. Its fee mix includes percentage-of-AUM charges alongside fixed fees and other fee arrangements. Pinetree does not identify as an active ESG investor, and it does not operate as a multi-state adviser, pension consultant, or related adviser.