PINYON PINE CAPITAL LLC
Firm details
- Headquarters
- KETCHUM, Idaho
- CRD number
- 155916
- Website
- www.pinyonpinecapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.94%
- Pension & Profit Sharing Plans0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinyon Pine Capital LLC is a small, discretionary registered adviser that focuses on portfolio management for individuals, families and select businesses or institutions. The firm shows a clear tilt toward liquid equities, deploying the bulk of client capital into exchange-traded stocks and ETFs while supplementing those core exposures with allocations to private equity and hedge funds through third‑party managers. Its fee model includes both percentage-of-AUM charges and performance-based fees, which aligns with active management and the use of alternative managers where incentive fees are common. The firm does not identify as an ESG investor. Operationally, custody relationships with Interactive Brokers and Charles Schwab suggest the manager runs both high‑touch, individually managed accounts and trading strategies that benefit from direct market access and low trading friction. The RIA’s client base and account counts point to a concentrated, high‑service practice rather than a mass-market, model‑based offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Contacts
3 of 3JILL WILLIAMS
TrusteeCRD 5873118
JASON WILLIAMS
Co-FounderCRD 4140703
Brandon Davis
AnalystCRD 7685512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KETCHUM, ID
BLAINE
Location
KETCHUM, ID
Headquartered in KETCHUM, ID, in the West of the United States.
- Region
- West
- County
- BLAINE
- Address
- 191 W Sun Valley Rd
- Time zone
- MT (UTC-7)
- Office locations
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