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 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
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 1KEVIN 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
Similar firms
FLATIRON FUND MANAGEMENT LP
RIAWEST PALM BEACH, FL
PROSPECT ENHANCED YIELD MANAGEMENT, LLC
RIAWEST PALM BEACH, FL
INTEGRATED RETIREMENT ADVISORS, LLC
RIAWEST PALM BEACH, FL
Prospect Credit REIT Advisor, LLC
RIAWEST PALM BEACH, FL
RETIREMENT CAPITAL ADVISORS
RIAWEST PALM BEACH, FL
COASTAL WAY FINANCIAL GROUP, LLC
RIAWEST PALM BEACH, FL