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 high‑net‑worth individuals and does not serve non‑high‑net‑worth individual clients. The firm also offers sub‑advisory services to other registered investment advisers and acts as investment adviser to a private pooled vehicle, the Pinetree Alternative Credit Fund. The firm tailors client portfolios using fundamental analysis and longer‑term purchase strategies and typically manages accounts on a discretionary basis with trading authority granted by clients. In addition to managing individual accounts, Pinetree solicits investors to its private credit fund, which is organized in the British Virgin Islands and overseen by an external manager, and the firm receives adviser compensation related to that Fund. Distinctive features relative to peers include Pinetree’s role as adviser to an offshore private fund and its solicitation of pooled‑vehicle investments, both of which are uncommon among similarly supported firms. The firm also manages a small, concentrated client roster with substantial assets, maintains referral arrangements for hard‑money lending, and has associated persons who are licensed insurance agents—items the brochure discloses as potential conflicts of interest.

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.