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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2000
- Office Locations
- 1
Office Locations
About Pine Capital
Pine Capital (Portland, ME) builds and actively manages customized portfolios for individuals, family groups, and institutions, tailoring asset allocation to client-specific needs. Their implementation skews heavily to ETFs alongside investment-grade corporate and U.S. government bonds, supporting an active, allocation-driven approach. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER PAUL LORENZ
Chief Compliance Officer, Executive Director, Manager
- CRD
- #4769655
- Ownership
- 75% or more
JODIE LYNN HOWARD
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER JOSEPH FERGUSON
Investment Advisor
- CRD
- #7789589
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,517,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,517,885 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,517,885
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,211,323,087 | 44.8% |
| Corporate - Investment Grade | $557,766,761 | 11.3% |
| U.S. Government/Agency | $429,431,046 | 8.7% |
| Cash | $1,737,468,139 | 35.2% |
| Total | $4,935,989,033 | 100.0% |