CENTRAL PINE CAPITAL, LLC
Firm details
- Headquarters
- CEDARHURST, New York
- CRD number
- 322281
- Registered since
- November 21, 2022
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Central Pine Capital, LLC is a privately owned limited liability company that positions itself as a capital allocator for individual and family clients. The firm provides portfolio management for individuals and small businesses and engages in the selection of other advisers, indicating a significant role in sourcing and allocating capital to external managers. Central Pine is SEC-registered (2022), operates under several fee arrangements (percentage of AUM, fixed fees, and performance-based fees), and does not identify as an active ESG investor.
Assets & Accounts
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
- Private Funds96%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1DAVID SOLOMON
CIO & CEOCRD 2757799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CEDARHURST, NY
NASSAU
Location
CEDARHURST, NY
Headquartered in CEDARHURST, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 525 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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