PINE CAPITAL

Overview

Pine Capital is a small, fee-based registered investment adviser that manages discretionary portfolios primarily for individuals and family clients, along with a limited number of small-business portfolios. The firm’s stated investment posture is equity-first: the bulk of client assets sit in exchange-traded equities and ETFs, supplemented by mutual funds and selectively deployed alternative exposures. Pine Capital does not position itself as an ESG specialist, it does not act as a pension consultant, and it operates under a single-state advisory footprint. Investment management is delivered through separately managed accounts and model-driven equity allocations, with an emphasis on liquid, exchange-traded instruments for core exposures and third-party funds for specialty or alternative strategies. The business model is a straight percentage-of-AUM fee structure, and filings identify portfolio management for individuals and small businesses as the principal advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices