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PINE RIDGE ADVISERS LLC
CRD 296362File 801-113396
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.42B
Top 10% of cohort (national)
Discretionary AUM
$14.42B
Clients
44
44 accounts
Employees
14
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 7, 2018
- Principal office
- 450 LEXINGTON AVENUE, 38TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-273-0463
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.42B
- Discretionary AUM
- $14.42B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 44
- Non-discretionary accounts
- 0
- Total accounts
- 44
- AUM per client
- $327.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $8.87B |
| Charitable organizations | Fewer than 5 | $274.8M |
| High net worth individuals | 22 | $5.19B |
| Pooled investment vehicles | 1 | $83.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DISCRETIONARY CASH BONUS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.