COOK PINE CAPITAL LLC

2 Sound View Drive
Second Floor
Greenwich, Connecticut 06830
Tel: 203-861-2930

About COOK PINE CAPITAL LLC

COOK PINE CAPITAL LLC, formally registered with the SEC as COOK PINE CAPITAL LLC. The firm was established in 07/25/2005. They have over 1 offices throughout the country.

COOK PINE CAPITAL LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $409,201,719 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134911
SEC#	801-64533
Assets Managed by Firm	$409,201,719
No. of Clients	7
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$409,201,719
High net worth individuals	2	$93,360,069
Charitable organizations	1	$55,561,401

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