# Pine Ridge Advisers LLC

> Pine Ridge Advisers LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 296362
- Filed as: PINE RIDGE ADVISERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296362
- AdvisorCensus page: https://advisorcensus.com/firm/pine-ridge-advisers-llc-new-york-ny-296362

## Quick answers

**How is Pine Ridge Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pine Ridge Advisers LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Pine Ridge Advisers LLC located?**
Pine Ridge Advisers LLC's principal office is in New York, NY, according to its Form ADV.

**Is Pine Ridge Advisers LLC registered with the SEC or a state?**
Pine Ridge Advisers LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296362.

**How much does Pine Ridge Advisers LLC manage?**
Pine Ridge Advisers LLC reports $14,416,008,054 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Pine Ridge Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Pine Ridge Advisers LLC: Regulatory assets under management: $1,425,568,811 in the October 2021 data and $14,416,008,054 in the October 2026 data, up 911%. Total employees: 7 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pine Ridge Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); corporations or other businesses not listed above (18); charitable organizations (3).

**Which custodians does Pine Ridge Advisers LLC use?**
Pine Ridge Advisers LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Pine Ridge Advisers LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296362

**Does Pine Ridge Advisers LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "As a condition for starting and maintaining a relationship, Pine Ridge imposes a minimum of $50,000,000 in assets under management."

**What changed in Pine Ridge Advisers LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $5,055,214,345 to $14,416,008,054 (+185%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000,000

> As a condition for starting and maintaining a relationship, Pine Ridge imposes a minimum of $50,000,000 in assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of America Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $14,416,008,054
- Discretionary: $14,416,008,054
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 22 | $5,188,305,563 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $83,919,190 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $274,762,493 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $8,869,020,808 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pineridgeadvisers.com](https://pineridgeadvisers.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,425,568,811 | 7 | March 31, 2021 |
| October 2022 | $2,674,938,353 | 8 | August 16, 2022 |
| October 2023 | $2,662,272,956 | 11 | March 27, 2023 |
| October 2024 | $3,451,950,996 | 12 | March 28, 2024 |
| October 2025 | $5,055,214,345 | 15 | March 28, 2025 |
| October 2026 | $14,416,008,054 | 14 | March 31, 2026 |

Regulatory assets under management: $1,425,568,811 in the October 2021 data and $14,416,008,054 in the October 2026 data, up 911%.
Total employees: 7 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $5,055,214,345 to $14,416,008,054 (+185%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pine Ridge Advisers LLC (CRD 296362): Form ADV filing data as of October 2026.