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.
Pinetree Advisors Corp.
Miami, FL
CRD 299275
Firm filing updated June 25, 2026 ·
- $120MAssets
- 33Clients
- 2Advisory staff
- 57Accounts
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 individuals32
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 32 | $116.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3.2 million |
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
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ADVISER TO A POOLED INVESTMENT VEHICLE"
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ADVISER TO A POOLED INVESTMENT VEHICLE"
Assets and accounts
- Regulatory assets$120.0 million
- Accounts57
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents2
Registration details
- SEC-registered investment advisor. CRD 299275, SEC file 801-136741.
- Registered with the SEC as an investment advisor (status date on record: July 15, 2026).
Is Pinetree Advisors Corp. a fiduciary?
Short answer: Pinetree Advisors Corp. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
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.