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COOK PINE CAPITAL LLC

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

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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 StatusApproved
Firm CRD#134911
SEC#801-64533
Assets Managed by Firm$409,201,719
No. of Clients7
No. of Advisors7

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 ClientsAUM
Firm Total7$409,201,719
High net worth individuals2$93,360,069
Charitable organizations1$55,561,401

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