Pinetree Advisors Corp.
- Regulatory AUM
- $120M
- Discretionary
- $120M
- Clients
- 33
- Avg AUM / client
- $3.6M
- Accounts
- 57
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 32 | $117M | 97.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $3.2M | 2.67% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2023 · $6.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pinetree Alternative Credit Fund feeder | Other Private Fund | British Virgin Islands | $6.7M | 15 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amir Arazi | Director, Cco & Ceo | May 2014 (12y) | 50% – 75% | |
| Oren Albert Arazi | Director | May 2014 (12y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $6.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pinetree Alternative Credit Fund | Other Private Fund | $6.7M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • RETROCESSIONS
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Merrill Lynch $26.5M (22% of AUM) Jun 2026
- LPL Financial $25.5M (21% of AUM) Jun 2026
- Jefferies Llc $21.0M (18% of AUM) Jun 2026
- Efg Bank & Trust (Bahamas) Ltd $13.0M (11% of AUM) Jun 2026
- Britannia Bank & Trust $12.0M (10% of AUM) Jun 2026
- Xp Investments Us, Llc $4.0M (5% of AUM) Oct 2023
- Morgan Stanley $2.0M (3% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗