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Pinestar Capital Advisors LLC

Pinestar Capital Advisors LLC. CRD 323216

Pinestar Capital Advisors LLC logo

CRD: 323216

Pinestar Capital Advisors LLC

$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
02-07-2023
Office Locations
1

Office Locations

-- Portland OR

About Pinestar Capital Advisors LLC

Pinestar Capital Advisors LLC is an independent, fee-only RIA in Portland, Oregon providing bespoke portfolio management and investment consulting. The firm builds customized, multi-asset portfolios (including ETFs, equities and fixed income) with ongoing monitoring and flexible discretionary or non-discretionary engagement. Investment approach emphasizes very long-term horizons, deep macro research and low turnover; offers one-off modular planning focused on investments.

Team overview

-- AVG AGE
$1.7M AVG AUM / ADVISOR
$243.2K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

ALEXANDER JAMES BOWERS

ALEXANDER JAMES BOWERS

Chief Compliance Officer, Lead Advisor, Managing Member

CRD
#6264572
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,702,575 --
Non-Discretionary $0 --
Total $1,702,575 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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