TALL PINES CAPITAL, LLC
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 286089
- Registered since
- March 26, 2019
- Website
- www.tallpinescap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals53.47%
- HNWI46.53%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tall Pines Capital, LLC is an SEC-registered, single-owner limited liability company that provides discretionary portfolio management primarily for individual and family clients, as well as small businesses. The firm has been registered since 2019 and bills clients using a traditional percentage-of-AUM schedule and, in some client arrangements, performance-based fees. Its regulatory filings classify it as an unclassified adviser and note a relationship with a related adviser. The adviser does not self-identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1CHRISTOPHER PLAHM
Principal & FounderCRD 4172886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1010 Jorie Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
STRONGSIDE ASSET MANAGEMENT LLC
RIAOAK BROOK, IL
MAGUIRE ASSET MANAGEMENT, LLC
RIAOAK BROOK, IL
DEFINED CAPITAL LLC
RIAOAK BROOK, IL
TRAC ASSET MANAGEMENT LLC
RIAOAK BROOK, IL
DILLOW WEALTH MANAGEMENT LLC
RIAOAK BROOK, IL
KUHN CAPITAL PARTNERS
RIAOAK BROOK, IL