PINE RIDGE ADVISERS LLC

RIASEC RegisteredEst. 2018

Total AUM

$14.4B

Discretionary

$14.4B

100% of AUM

Avg account

$328M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 296362
Registered since: June 7, 2018
Website: pineridgeadvisers.com
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses61.52%
HNWI35.99%
Charitable Organizations1.91%
Pooled Investment Vehicles0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pine Ridge Advisers LLC is an independent, SEC-registered RIA organized as an LLC and founded in 2018. Ownership is individual-led and the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning and portfolio management for individuals/small businesses and pooled investment vehicles. Compensation comes through percentage-of-AUM and fixed-fee arrangements (with other fee structures also noted). Pine Ridge does not position itself as an ESG-focused allocator. The firm also acts in sponsor and general partner capacities for pooled vehicles, indicating it both advises and can take a governance role when it sponsors funds or investment vehicles. In 2026 Pine Ridge was named to AdvisorHub’s "50 RIA Firms to Watch" list.