{
  "crd_number": 299275,
  "slug": "pinetree-advisors-corp-miami-fl-299275",
  "primary_business_name": "PINETREE ADVISORS CORP.",
  "legal_name": "PINETREE ADVISORS CORP.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 120000000.0,
  "raum_discretionary": 120000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 116800000.0,
      "count": 32
    },
    "pooled_investment_vehicles": {
      "raum": 3200000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://pinetreeadvisors.us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299275",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275",
  "display_name": "Pinetree Advisors Corp.",
  "summary": "Pinetree Advisors Corp. is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Pinetree Advisors Corp. (CRD 299275): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pinetree Advisors Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinetree Advisors Corp. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Pinetree Advisors Corp. charge?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Asset-based fee: 0.3% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pinetree Advisors Corp. located?",
      "a": "Pinetree Advisors Corp.'s principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Pinetree Advisors Corp. registered with the SEC or a state?",
      "a": "Pinetree Advisors Corp. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 299275."
    },
    {
      "q": "How much does Pinetree Advisors Corp. manage?",
      "a": "Pinetree Advisors Corp. reports $120,000,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pinetree Advisors Corp.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Pinetree Advisors Corp.: Regulatory assets under management: $120,200,000 in the October 2022 data and $120,000,000 in the October 2026 data, unchanged. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinetree Advisors Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (32); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Pinetree Advisors Corp. use?",
      "a": "Pinetree Advisors Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Britannia Bank & Trust, EFG International, Jefferies LLC, LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pinetree Advisors Corp. report any disciplinary disclosures?",
      "a": "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/299275"
    },
    {
      "q": "What changed in Pinetree Advisors Corp.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 120200000.0,
      "total_employees": 2,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 75000000.0,
      "total_employees": 2,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 120000000.0,
      "total_employees": 2,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fee for portfolio management services is negotiable and, except as otherwise noted below for certain small accounts, varies from 0.30% to 2.0% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our annual fee for portfolio management services is negotiable and, except as otherwise noted below for certain small accounts, varies from 0.30% to 2.0% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Britannia Bank & Trust",
      "name_as_filed": "BRITANNIA BANK & TRUST",
      "affiliated": false
    },
    {
      "name": "EFG International",
      "name_as_filed": "EFG INTERNATIONAL",
      "affiliated": false
    },
    {
      "name": "Jefferies LLC",
      "name_as_filed": "JEFFERIES LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 116800000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 3200000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299275",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}