WEST PINE 43 LLC

RIASEC RegisteredEst. 2023
Total AUM
$25.7M
Discretionary
$300K
1% of AUM
Avg account
$504K
Accounts
51
Employees
1
Advisory reps
1

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

FINTRX

Overview

West Pine 43 LLC is a recently formed SEC-registered investment adviser (registered in 2023) organized as a limited liability company with individual ownership. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory work is focused on portfolio management for individuals and small businesses as well as for businesses or institutions. West Pine 43 is not a multi-state adviser, does not position itself as a pension consultant or related adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 90%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • KEVIN PELLEGRINI

    CEO & FounderCRD 5960070

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth