PINETREE ADVISORS CORP.

PINETREE ADVISORS CORP. of MIAMI, FL is an SEC-registered investment adviser (CRD 299275). Regulatory assets under management: $120.0M.

Registration

• CRD: 299275
• SEC file number: 801-136741
• Type: Registered investment adviser
• Location: 2420 NE MIAMI GARDENS DRIVE, SUITE 203, MIAMI, FL, 33180
• Phone: 305-510-8772
• Latest filing: 2026-06-25
• Regulatory AUM: $120.0M
• Discretionary AUM: $120.0M
• Clients: 2
• Accounts: 57

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Charities, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search