SAN FRANCISCO, CACRD 170811Latest ADV March 30, 2026
Pinegrove Adviser LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.9B in regulatory assets under management, 17 employees, 2 offices, and 6 accounts.
Assets Under Management
$2.9B
Employees
17
Offices
2 offices
Total Clients
6
Primary office
SAN FRANCISCO, CA
535 MISSION STREET, SUITE 1100, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
4
2
SINGLE-INVESTOR VEHICLES
33.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 30, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts6
10Y AUM Change+$2.5B (+511.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee0:1
10Y Employee Change-755 (-97.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.