Pine Capital Management Inc (San Francisco)

Pine Capital Management Inc is a large advisory firm based in San Francisco. It manages $327.87 million of regulatory assets for 653 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Pine Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pine Capital Management: assets under management

The assets under management (AUM) of Pine Capital Management Inc is $327.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $327.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $502.1 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pine Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pine Capital Management Inc

Philip John Economopoulos has been acting as President since 1 Aug 1990. Kevin Lawrence Daly joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Lawrence Daly	Treasurer	1 Aug 1990	Other	1256940
Bobby Lee Arnett	Secretary	1 Aug 1990	Other	7442
Philip John Economopoulos	President	1 Aug 1990	Other	872976
Katharine Jean Turner	Director	1 May 1996	Other	2001988
Arthur Edward Raitano	Compliance director	1 Aug 2000	Other	1007119
Michael Macarthur Golub	Director	1 May 2001	Other	224803
Kevin Lawrence Daly	Shareholder	1 Sep 2003	25% - 50%	1256940
Bobby Lee Arnett	Secretary	1 Sep 2003	25% - 50%	7442
Philip John Economopoulos	President	1 Sep 2003	25% - 50%	872976
Katharine Jean Turner	Vice president	1 Sep 2003	Other	2001988
Steven James Didion	Director	1 Sep 2003	Other	2179021

Based in San Francisco

The principal office where Pine Capital Management Inc performs its advisory services is located at 555 Market St. 18 Th Floor, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.