SEVEN PINES CAPITAL, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305716
- Website
- www.sevenpinecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Seven Pines Capital, LLC is a small, privately owned limited liability company that provides advisory services to individual and family clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions and pension consulting services. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not presented as a capital allocator or related adviser.
Assets & Accounts
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
- Cash & Cash Equivalents49%
- Exchange Traded Equities35%
- Public Funds/Mutual Funds10%
- Derivatives6%
Owners & executives
1 of 1Jarrett White
President and Chief Investment OfficerCRD 7174491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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