Pinhook Capital, LLC is a large advisory firm based in San Diego. It manages $496.59 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.
Pinhook Capital provides portfolio management for investment companies and model portfolio adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pinhook Capital, LLC is $496.59 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pinhook Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and other investment advisers. The largest group of clients of Pinhook Capital is other investment advisers with 1 clients and $308.96 million of assets under management. Among the 9 most similar advisory firms, Pinhook Capital has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $496.59 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Pinhook Capital doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pinhook Capital, LLC performs its advisory services is located at 13520 Evening Creek Drive North, San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-644-1150. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.