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PINESTONE ASSET MANAGEMENT INC.
CRD 317431File 801-122764
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$54.13B
Top 10% of cohort (national)
Discretionary AUM
$50.50B
Non-discretionary $3.64B
Clients
86
99 accounts
Employees
46
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 20, 2021
- Principal office
- 1981 MCGILL COLLEGE, SUITE 1600, MONTREAL, QUEBEC, H3A 2Y1
- Phone
- 438-793-0444
- Website
- http://www.pinestoneam.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.13B
- Discretionary AUM
- $50.50B
- Non-discretionary AUM
- $3.64B
- Discretionary accounts
- 88
- Non-discretionary accounts
- 11
- Total accounts
- 99
- AUM per client
- $629.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $291.5M |
| Investment companies | 7 | $3.77B |
| Charitable organizations | Fewer than 5 | $13.7M |
| Other investment advisers | 10 | $4.31B |
| Pooled investment vehicles | 49 | $35.40B |
| Pension and profit sharing plans | 12 | $4.75B |
| State or municipal government entities | 8 | $4.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF REVENUES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 95 | 86 | decreased by9 |
| Apr 1, 2026 | Employees | 36 | 46 | increased by10 |
| Apr 1, 2026 | Clients | 94 | 95 | increased by1 |
| Apr 1, 2026 | AUM | $50,775,494,391 | $54,134,531,229 | increased by$3,359,036,838 |
| Apr 1, 2026 | Accounts | 98 | 99 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 36 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 94 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $48,579,119,916 | $50,775,494,391 | increased by$2,196,374,475 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 98 | increased by89 |
| Apr 1, 2022 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2022 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2022 | AUM | $49,295,000,000 | $48,579,119,916 | decreased by$715,880,084 |
| Apr 1, 2022 | Accounts | 8 | 9 | increased by1 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PINESTONE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINESTONE ASSET” 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.