Investment adviser · CRD 299275
PINETREE ADVISORS CORP.
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 57 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 32 | $116,800,000 | 97.3% |
| Pooled investment vehicles | 1 | $3,200,000 | 2.7% |
Filing source
Form ADV 2115624 · Jun 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2420 NE MIAMI GARDENS DRIVE, SUITE 203MIAMI, FL, 33180, United States
CRD 299275
Filing source
Form ADV 2115624 · Jun 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.