Data / Investment advisers / Florida / Pinetree Advisors Corp.
Pinetree Advisors Corp., Miami, FL: $120 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pinetree Advisors Corp. is an SEC registered investment adviser with its main office in Miami, Florida and reports $120 million in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 1 private fund.
The request: Watch Pinetree Advisors Corp. (CRD number 299275): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299275
- SEC file number
- 801-136741
- SEC status
- Approved, effective July 15, 2026
- Main office
- 2420 Ne Miami Gardens Drive Suite 203, Miami, FL 33180
- Phone
- (305) 510-8772
- Website
- pinetreeadvisors.us
- Regulatory AUM
- $120,000,000 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $120,000,000
- Accounts
- 57
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $3,200,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $116.8 million |
| Pooled investment vehicles | 1 | $3.2 million |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Leste USA, LLC | Miami | $126.3 million | Not listed | adviserinfo.sec.gov |
| Fortis Private Wealth Advisors, LLC | Miami | $124.4 million | Not listed | adviserinfo.sec.gov |
| Coral Wealth Management, LLC | Miami | $124.3 million | Not listed | adviserinfo.sec.gov |
| Arbalpha | Miami | $121.6 million | Not listed | adviserinfo.sec.gov |
| Davivienda Advisors | Miami | $120.2 million | Not listed | adviserinfo.sec.gov |
| Sulzberger Capital Advisors, Inc. | Miami | $117.1 million | Not listed | adviserinfo.sec.gov |
| Uyana Partners LLC | Miami | $115 million | Not listed | adviserinfo.sec.gov |
| Veltria Advisors Corp. | Miami | $113.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Pinetree Advisors Corp. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.