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 registered investment adviser formed as an LLC in 2018 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. Fee arrangements include percentage-of-AUM charges, fixed fees and other fee structures. Pine Ridge does not identify as an active ESG investor and is not labeled a multi-state adviser. In 2026 the firm was named one of "50 RIA Firms to Watch" by AdvisorHub.