Pineapple Capital Management, LLC
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Overview
Pineapple Capital Management, LLC operates as a financial advisor company based in Lafayette, California. Pineapple Capital Management, LLC oversees $182.1 million in assets over three customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small group, including 1 financial advisor. Pineapple Capital Management, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as bonds, options and stocks.
Pineapple Capital Management, LLC oversees more than half of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell decisions without needing to seek client consent. Pineapple Capital Management, LLC also manages one non-discretionary accounts with a total of $126.8 million in assets under management. The company manages about $60.7 million in assets for every client account. An average financial advisor at Pineapple Capital Management, LLC administers about three client accounts, making it one of the most individualized financial advisor firms in the country.
Pineapple Capital Management, LLC's central office is located at 3697 Mt. Diablo Blvd., Lafayette, California 94549. Pineapple Capital Management, LLC is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pineapple Capital Management, LLC by the Numbers
$182.1 million
2
3
$60.7 million
Fee Structure
Fees charged by financial advisors typically depend on the financial services provided. Fees billed by the company can consist of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles and corporations. Out of its three clients, Pineapple Capital Management, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pineapple Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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