MIAMI, FLCRD 299275Registration Status: ApprovedEffective since July 15, 2026Latest ADV June 25, 2026
Pinetree Advisors Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated June 25, 2026, reports $120M in regulatory assets under management, 2 employees, and 57 accounts.
Assets Under Management
$120M
Employees
2
Offices
--
Total Clients
33
Primary office
MIAMI, FL
2420 NE MIAMI GARDENS DRIVE, SUITE 203, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.0% of total clients.
Top client categories% of clientsClients
1
HNWI
97.0%
32
2
Pooled Investment Vehicles
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of June 25, 2026
Discretionary100.0%
$120M
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$120M
Total Accounts57
10Y AUM Change$-200K (-0.2%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee17:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.