Pine Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pine Capital provides discretionary investment management for individuals, trusts and select institutional clients, including charitable organizations, through client-owned separate accounts held at outside custodians. The firm serves both high-net-worth and non-high-net-worth individual clients and generally expects a $500,000 minimum investment, though it may accept smaller accounts at its discretion.
The firm emphasizes fundamental, research-driven equity selection using a growth-at-a-reasonable-price (GARP) approach and constructs portfolios primarily from individual stocks and bonds, with ETFs and closed-end funds typically representing less than 10% of holdings. Pine Capital also employs dollar-cost averaging, actively manages accounts on a discretionary basis, and has experience helping clients establish and manage Rule 10b5-1 trading plans for corporate insiders.
Compared with many peers, Pine Capital operates with two advisors and about $81.5 million in assets under management while maintaining boutique, company-level primary research and several related business activities, including timberland consulting and paid trustee arrangements that the firm discloses and monitors for conflicts of interest. The firm commonly recommends a single custodian (Charles Schwab) and may obtain broker-provided research or services, which it says it considers when seeking execution and custodial arrangements.
Client services
Expertise
Fee options
$0+: 1.00% per annum Certain higher portfolio values+: Reduced management fee (tiered billing system available for suitable clients)
Account minimum: $500,000 Fee-only: Management fee only; no commissions or other compensation accepted
Main office
100 Commercial Street, Suite 311
Portland ME 04101
Advisors at this office
2
Most active in
Maine · Massachusetts · Texas
Also doing business as
Pine Capital · Pine Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher F
Series 65
Portland, ME
Pine Capital
Christopher Ferguson is a financial advisor at Pine Capital with a Series 65 credential and three years of industry experience. He is a part owner of Cherry Bomb Table Games, a game development company, and also coaches football at Portland High School. Additionally, he owns a women's boutique called Bobbles & Lace Charleston. Pine Capital provides discretionary investment management for individuals, trusts, and select institutional clients, using a research-driven growth-at-a-reasonable-price equity selection approach and primarily constructing portfolios from individual stocks and bonds.
Christopher L
Series 65
Portland, ME
Pine Capital
Christopher Lorenz is a financial advisor at Pine Capital with 21 years of industry experience and holds a Series 65 designation. He has been managing member of Winterstick Snowboards, a snowboard manufacturing business in Maine, since 2001. Lorenz also serves on the board of trustees at Carrabassett Valley Academy, a college preparatory school in Maine, and is involved with family investment trusts as a paid trustee. Pine Capital provides discretionary portfolio management and investment advice primarily to individuals, trusts, and certain institutions, using a fundamental, growth-at-a-reasonable-price (GARP) investment approach focused on company-level research and customized strategies tailored to client goals and risk tolerance.
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