$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2024
- Office Locations
- 1
Office Locations
15 Stow CT SAN Ramon CA
About Nine Pines Ventures, LLC
Nine Pines Ventures, LLC is a SAN Ramon-based RIA. The firm has been operating for 2 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$26.0M AVG AUM / ADVISOR
$684.2K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
R
Ronald Dean Moore
Owner
- CRD
- #7921964
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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