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.
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 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.
Philip John Economopoulos has been acting as President since 1 Aug 1990. Kevin Lawrence Daly joined the executive team most recently as the Shareholder.
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.
You can reach the main office by calling the phone number 415-362-7111 or by fax 415-398-8129. The normal business hours are 6:30am - 5:00 pm on Monday - Friday.