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PINE RIDGE ADVISERS LLC
CRD 296362File 801-113396
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2026 | Clients | 41 | 44 | increased by3 |
| Apr 1, 2026 | AUM | $5,055,214,345 | $14,416,008,054 | increased by$9,360,793,709 |
| Apr 1, 2026 | Accounts | 42 | 44 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 15 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 41 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,674,938,353 | $5,055,214,345 | increased by$2,380,275,992 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 42 | increased by19 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 17 | 21 | increased by4 |
| Apr 1, 2022 | AUM | $1,425,568,811 | $2,674,938,353 | increased by$1,249,369,542 |
| Apr 1, 2022 | Accounts | 18 | 23 | increased by5 |
| Nov 1, 2021 | Clients | 16 | 17 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PINE RIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINE RIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.