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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2010
- Office Locations
- 1
Office Locations
About Pinyon Pine Capital LLC
Pinyon Pine Capital is a Ketchum, Idaho-based investment manager serving retail and institutional clients. The firm follows a free-cash-flow value discipline, using proprietary analysis and fundamental research to find undervalued, misunderstood publicly traded companies, with an emphasis on tax-efficient, long-term results. Public filings indicate portfolios are primarily implemented via equity ETFs, custodied at Schwab and Interactive Brokers.
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Owner & Executives
JASON ROBERT WILLIAMS
PRINCIPAL
- CRD
- #4140703
- Ownership
- Less than 5%
JILL MARIE WILLIAMS
Portfolio Manager, Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brandon Scott Davis
Equity Analyst, Partner
- CRD
- #7685512
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,352,689 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,352,689 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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