West Pine 43 LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 326789
- Registered since
- June 1, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.63%
- Corporations / Businesses11.54%
- Individuals5.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
West Pine 43 LLC is a newly formed independent registered investment adviser structured as a limited liability company. The firm maintains state registrations in Florida and New York and is owned by an individual. It charges advisory fees as a percentage of assets under management and provides portfolio management services for both individual/household clients and small businesses, as well as for businesses or institutional clients. The firm does not identify as an active ESG investor and does not position itself as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Kevin Pellegrini
CEO & FounderCRD 5960070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 515 N Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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