C
CRD: 322281
Central Pine Capital, LLC
Cedarhurst, NY, 11516
2124301030
$332.4M Total AUM
$0 Disc. AUM
21.9% 3Y CAGR
5 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
525 Chestnut Street Suite 211 Cedarhurst NY
About Central Pine Capital, LLC
Central Pine Capital, LLC is a Cedarhurst-based RIA. The firm has been operating for 6 years. Managing $332.4M in total assets under management, with 3 advisory representatives. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$110.8M AVG AUM / ADVISOR
$10.1M AVG AUM / CLIENT
6.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Element Horizon peak Delta Vertex focus Vertex North beacon
Client Personas
Oak
Investment Themes
Vector unison
Investment Vehicles
Ember Momentum value
Services
Atlas ridge Timber optima
Owner & Executives
D
DAVID ZVI SOLOMON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2757799
- Ownership
- 75% or more
(434) 863-6390
capital.pathway@insightcapital.com
in linkedin.com/in/focus-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $332,379,112 | $11,079,304 |
| Total | $332,379,112 | $11,079,304 |
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Separately Managed Accounts
Total SMA Asset: $332,379,112
Private Funds:
40.5% U.S. Government/Agency:
30.2% Equity - OTC:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $833,255,850 | 40.5% |
| U.S. Government/Agency | $621,341,400 | 30.2% |
| Equity - OTC | $602,824,603 | 29.3% |
| Total | $2,057,421,853 | 100.0% |