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PINE RIDGE ADVISERS LLC
CRD 296362 · SEC 801-113396
450 LEXINGTON AVENUE, 38TH FLOOR, NEW YORK, NY, 10017, United States
Phone
212-273-0463
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.42B
Discretionary AUM
$14.42B
Team
14 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; DISCRETIONARY CASH BONUS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)FAMILY OFFICE SERVICES.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $5.19B |
| Pooled investment vehicles | 1 | $83.9M |
| Charitable organizations | 3 | $274.8M |
| Corporations/business entities | 18 | $8.87B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD