PINEBRIDGE INVESTMENTS LLC
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
FINTRXOverview
Pinebridge Investments LLC is an SEC-registered investment manager organized as an LLC and active since 2016. The firm operates across multiple product types — hedge funds, private equity, securitized-asset strategies and other pooled vehicles — and positions itself as a multi-faceted fund manager serving primarily institutional clients. Its business mix includes commodity pool operator/commodity trading adviser activities and sponsorship/management roles for pooled investment vehicles. Advisory services span portfolio management for individuals and small businesses, institutional and pooled vehicles, pension consulting services, and the selection of other advisers. The firm charges both percentage-of-AUM and performance-based fees, and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Investment Grade Corp Bonds33%
- Exchange Traded Equities22%
- Non-Investment Grade Corp Bonds17%
- Other15%
- US Government Bonds5%
Owners & executives
3 of 3MICHAEL KARPIK
Chief Operating OfficerCRD 1709305
TRACIE AHERN
Chief Financial Officer and Chief Risk OfficerCRD 4602831
WILLIAM CORSON
Global Chief Compliance OfficerCRD 4872608
Contacts
1 of 1BRIAN FUNK
PresidentCRD 4266799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$130M in ETFs
99%
$128M
2%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $25.8M | 60,040 | 19.92% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 65 E 55th St
- Time zone
- ET (UTC-5)
- Office locations
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