PINE RIDGE ADVISERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $14.42B |
| Discretionary | $14.42B100% of AUM |
| Client Accounts | 44 |
| Avg Account Size | $327.6M |
| Employees | 14 |
| Peak AUM | $14.42BMar 2026 |
| AUM CAGR | +43.0% /yrover 8 yrs · 15 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14.4B | +185.2% | +75.6% | +58.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $14.42B |
| Discretionary | $14.42B |
| Employees | 14 |
| Client Accounts | 44 |
| Client Range | 26-50 |
Contact & Location
Address
450 LEXINGTON AVENUE
NEW YORK NY 10017
Phone
212-273-0463
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$14.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm