PINETREE ADVISORS CORP.

RIASEC RegisteredEst. 2022

Total AUM

$90M

Discretionary

$90M

100% of AUM

Avg account

$1.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 299275
Registered since: April 25, 2022
Website: pinetreeadvisors.us
Custodians: JEFFERIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EFG INTERNATIONAL, BRITANNIA BANK & TRUST
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI95.33%
Pooled Investment Vehicles4.67%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinetree Advisors Corp. is a privately owned corporate RIA that registered with the SEC in 2022 and operates as a capital allocator. The firm serves a mix of individual, family and institutional clients and charges a combination of percentage-of-AUM, fixed fees and other fee arrangements. Its advisory mandate centers on portfolio management for individuals and small businesses and on selecting third‑party managers, indicating a hybrid model of direct portfolio management plus outsourced manager allocations. Pinetree does not identify as an active ESG investor and does not report pension consulting or related-adviser activities.