Pinegrove Opportunity Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$488M
Accounts
6
Employees
17
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
170811
Registered since
April 18, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.05%
  • Other4.95%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pinegrove Opportunity Partners, LLC is an SEC-registered limited liability company that operates primarily as a manager of pooled investment vehicles. Founded and registered with the SEC in 2014, the firm identifies itself as a private equity fund manager serving institutional clients. Its stated business activities include operating as a CPO/CTA and providing portfolio management for commingled funds; it also serves in sponsor/GP/managing-member roles for pooled vehicles and maintains industry relationships that include broker-dealer and other investment adviser affiliations. Fee arrangements combine asset-based charges with performance fees, and the firm reports that it integrates ESG considerations into its investment process.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Brian Laibow

    Founding Partner and CEOCRD 6482909

  • Prateek Bhide

    Prateek Bhide

    Partner and Co-CIOCRD 5933283

  • E-john Lee

    Chief Operating OfficerCRD 8180181

Contacts

3 of 3
  • Gaurav Mathur

    Gaurav Mathur

    PartnerCRD 4836430

  • Jillana Downing

    Compliance ManagerCRD 8007291

  • Xiaoyu Guo

    CRD 7349921

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth