Wolf Pine Capital

Overview

Wolf Pine Capital operates as a limited liability company and is registered as an independent registered investment adviser serving individual and family clients. The firm describes itself as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. It also performs pension consulting and undertakes the selection of other advisers, which indicates a willingness to outsource or co-manage specialized mandates. Fee arrangements include percentage-of-assets, hourly billing, and fixed fees. Wolf Pine Capital identifies itself as an active ESG investor, suggesting that environmental, social, and governance factors play a role in investment selection and manager due diligence. The firm is not identified as a multi-state adviser in the available materials.

Assets & Accounts

Investments & Alternatives