Tall Pines Capital, LLC (Oak Brook)
Tall Pines Capital, LLC is a related adviser based in Oak Brook. It manages $2.14 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Illinois.
Tall Pines Capital provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Tall Pines Capital: assets under management
The assets under management (AUM) of Tall Pines Capital, LLC is $2.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Tall Pines 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.
What kind of clients Tall Pines Capital serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of Tall Pines Capital is high net worth individuals with 6 clients and $1.08 million of assets under management. Among the 5 most similar advisory firms, Tall Pines Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.14 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tall Pines Capital doesn't advise any private funds.
Careers at Tall Pines Capital, LLC
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
Direct owners and executive officers
Based in Oak Brook
The principal office where Tall Pines Capital, LLC performs its advisory services is located at 1010 Jorie Blvd., Oak Brook, IL 60523, 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 630-564-1348. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tallpinescap.com.
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