Pine Valley Capital Partners LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 330556
- Registered since
- August 15, 2024
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles74.07%
- Other17.94%
- Charitable Organizations7.99%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pine Valley Capital Partners LLC is an institutional registered investment adviser that registered with the SEC in 2024 and serves institutional clients. The firm operates as a limited liability company owned by a combination of domestic entities and individuals. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets; the firm also acts in sponsor/GP and managing-member roles for pooled vehicles it sponsors. Fee arrangements include percentage-of-assets, fixed fees, and performance-based fees. Pine Valley is not identified as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
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
- Other100%
Owners & executives
1 of 1
Leanne Ralston
Chief of StaffCRD 5376598
Contacts
2 of 2James Stephen
Managing PartnerCRD 7942800
Sam Vinson
Managing PartnerCRD 7942801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 401 S 1st St
- Time zone
- CT (UTC-6)
- Office locations
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