A complete list of active advisors currently associated with Pinetree Advisors Corp.

Warmer can help you find a great advisor at Pinetree Advisors Corp. or one who fits your needs even better.

Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high‑net‑worth clients, and also offers sub‑advisory services to other registered investment advisers. The firm advises on a broad set of investments — including equities, fixed income, mutual funds, ETFs, real estate and structured products — and conducts periodic account reviews and client reporting. The firm typically manages accounts under written discretionary authority, tailoring allocations to clients’ stated objectives and accepting client‑imposed restrictions in writing; its stated methods include fundamental analysis and long‑term purchase strategies. Pinetree also refers clients to unaffiliated providers for corporate and tax services and manages assets delegated by primary advisers, with client custodial relationships and directed brokerage arrangements described in its brochure. What distinguishes Pinetree from many peers is its role as investment adviser to the Pinetree Alternative Credit Fund, a private pooled vehicle organized in the British Virgin Islands that previously solicited client investments and is currently in the process of liquidation — an offshore private fund and pooled‑vehicle involvement that is uncommon for firms in this category. The firm manages roughly $120 million for a small client roster (about 32 relationships) and focuses primarily on high‑net‑worth clients rather than lower‑net‑worth individual retail clients.

To learn more about the advisors currently working at Pinetree Advisors Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.