Pinestar Capital Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 323216
- Website
- www.pinestarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Pinestar Capital Advisors LLC is a small, independent registered investment adviser that focuses its portfolio activity on public equities while offering advisory services that extend beyond traditional portfolio management. The firm provides financial planning, portfolio management for individuals and small businesses, and produces periodic publications or newsletters. Its fee structure is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements, which supports working with clients across a range of engagement styles. Investment activity is heavily weighted toward exchange-traded equities, suggesting a preference for liquid, publicly traded securities. At the same time, the firm lists allocations to a broad set of alternative strategies through third‑party managers, indicating it can supplement public-market exposure with non-traditional sources of return and diversification. Pinestar Capital does not identify itself as an active ESG investor and is classified as an independent RIA with an individual owner.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1
Alexander Bowers
Chief Compliance OfficerCRD 6264572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations