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PINESTONE ASSET MANAGEMENT INC.
CRD 317431File 801-122764
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 95 | 86 |
| 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.