← Directory
PINETREE ADVISORS CORP.
CRD 299275File 801-136741
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.0M
Bottom 25% of cohort (national)
Discretionary AUM
$120.0M
Clients
33
57 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 15, 2026
- Principal office
- 2420 NE MIAMI GARDENS DRIVE, SUITE 203, MIAMI, FL, 33180
- Phone
- 305-510-8772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.0M
- Discretionary AUM
- $120.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 57
- Non-discretionary accounts
- 0
- Total accounts
- 57
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $116.8M |
| Pooled investment vehicles | 1 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — RETROCESSIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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
- No
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.