TALL PINES CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$250K
Accounts
100
Employees
2
Advisory reps
1

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
286089
Registered since
March 26, 2019
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • CHRISTOPHER PLAHM

    Principal & FounderCRD 4172886

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth