PINE TREE EQUITY MANAGEMENT IV, LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
308440

Firm profile

FINTRX

Overview

Pine Tree Equity Management IV, LP is organized as a limited partnership that functions primarily as sponsor and general partner for pooled investment vehicles. The firm's recorded activity centers on private equity: it operates fund structures and takes on the GP/manager role rather than acting as a traditional advisory firm to retail clients. Available data indicates Pine Tree Equity Management IV, LP is not characterized as an active ESG investor, and it is classified in a way that does not align with typical multi-state registered advisers or public broker-dealers. The firm's role as sponsor and managing member of pooled vehicles suggests an investment approach focused on sourcing and managing private company investments through pooled capital. As general partner, the manager is likely involved in deal selection, structuring, portfolio oversight and exit planning for the funds it controls.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JEFF SETTEMBRINO

    Managing PartnerCRD 6151830

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1515 Sunset Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth