WOLF PINE CAPITAL

Overview

Wolf Pine Capital is a small independent RIA that acts as a capital allocator for a handful of high-net-worth individuals and families. The firm combines financial planning with discretionary portfolio management and the selection of outside managers, indicating a blended approach that mixes in-house oversight with third‑party strategies. Services explicitly include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, pension consulting and the selection of other advisers. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Wolf Pine Capital reports active ESG investing practices, which suggests environmental, social and governance criteria are incorporated into manager selection or to fund/ETF selection for client portfolios. As a capital allocator, the firm sources external alternative managers across several strategies rather than relying solely on proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices