Pinnbrook Capital Management Lp
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Overview
Pinnbrook Capital Management Lp operates as an advisory company located in New York, New York. Pinnbrook Capital Management Lp has $689.0 million in total assets across four accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). Pinnbrook Capital Management Lp has a small group, including 9 financial advisors. Pinnbrook Capital Management Lp is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.
Pinnbrook Capital Management Lp administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without requiring the customer's authorization. The firm's typical account size is $172.3 million. An average financial advisor at Pinnbrook Capital Management Lp manages fewer than one client account, making it one of the most individualized firms in the country.
Pinnbrook Capital Management Lp's main office is at 437 Madison Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pinnbrook Capital Management Lp by the Numbers
$689.0 million
13
4
$172.3 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by the firm can include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Pinnbrook Capital Management Lp caters to pooled investment vehicles. Out of its four clients, Pinnbrook Capital Management Lp's biggest client type is pooled investment vehicles. About 75% of its customers are represented by 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
Pinnbrook Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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