Pinebridge Investments LLC

RIASEC RegisteredEst. 2016

Total AUM

$76.7B

Discretionary

$65.8B

86% of AUM

Avg account

$217M

Accounts

354

Employees

239

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 285211
Registered since: October 19, 2016
Website: www.pinebridge.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies30.36%
Pooled Investment Vehicles29.16%
Other Investment Advisers17.56%
State / Municipal Government11.54%
Pension & Profit Sharing Plans6.71%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinebridge Investments LLC operates as a multi-strategy asset manager organized as an LLC and SEC-registered since 2016. The firm serves primarily institutional clients and performs a broad set of portfolio management functions across individuals/small businesses, pooled vehicles, investment companies and institutions. Its business lines include CPO/CTA activity, sponsor/GP roles for pooled vehicles, and selection-of-other-advisers services. Fee arrangements include both asset-based and performance-linked components. Pinebridge flags itself as an active ESG investor and maintains affiliations spanning broker-dealer relationships, insurance-company involvement, and other investment-adviser and sponsor roles.