Pine Street Advisors, LLC is a large advisory firm based in Stamford. It manages $285.8 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut and Texas.
Pine Street Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pine Street Advisors, LLC is $285.8 million. The firm's AUM has grown by 959% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pine Street Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pine Street Advisors, LLC performs its advisory services is located at 262 Harbor Drive, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-569-6400 or by fax 203-569-6918. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.