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PINETREE ADVISORS CORP.
CRD 299275 · SEC 801-136741
2420 NE MIAMI GARDENS DRIVE, SUITE 203, MIAMI, FL, 33180, United States
Phone
305-510-8772
Fax
888-901-7924
Registration
— (—)
Source
State registered
Total AUM
$120.0M
Discretionary AUM
$120.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; RETROCESSIONS
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersADVISER TO A POOLED INVESTMENT VEHICLE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $116.8M |
| Pooled investment vehicles | 1 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD