PINESTONE ASSET MANAGEMENT INC.

RIASEC RegisteredEst. 2021

Total AUM

$54.1B

Discretionary

$50.5B

93% of AUM

Avg account

$547M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MONTREAL,
CRD number: 317431
Registered since: December 20, 2021
Website: pinestoneam.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, BROWN BROTHER HARRIMAN & CO.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles65.4%
Pension & Profit Sharing Plans8.78%
Other Investment Advisers7.97%
State / Municipal Government7.86%
Investment Companies6.97%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinestone Asset Management Inc. is a corporation that positions itself as an institutional-focused investment adviser. The firm registered with the SEC in 2021 and is owned by an individual. Its client work centers on institutional mandates and pooled vehicles rather than retail households. Reported advisory activities include portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Pinestone’s fee schedule combines a percentage-of-AUM component with performance-based fees and other fee arrangements. The firm self-identifies as an active ESG investor, though public filings provide limited detail on how ESG factors are integrated into the investment process.