SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Pine Ridge Advisers LLC
New York, NY
CRD 296362
Firm filing updated March 31, 2026 ·
- $14.4BAssets
- 4Advisory staff
- 44Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals22
- Corporations or other businesses18
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 22 | $5.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $83.9 million |
| Charitable organizations | Fewer than 5 clients | $274.8 million |
| Corporations or other businesses not listed above | 18 | $8.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Other: "FAMILY OFFICE SERVICES."
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other: "FAMILY OFFICE SERVICES."
Assets and accounts
- Regulatory assets$14.4 billion
- Accounts44
- DiscretionaryAll accounts
People
- Employees14
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Registration details
- SEC-registered investment advisor. CRD 296362, SEC file 801-113396.
- Registered with the SEC as an investment advisor (status date on record: June 7, 2018).
Is Pine Ridge Advisers LLC a fiduciary?
Short answer: Pine Ridge Advisers LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.