Pinetree Advisors provides portfolio management for individuals and small businesses and selecting other managers. The firm advises 1 private fund.
Pinetree Advisors reports 33 clients. They include 32 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($120M across 57 accounts) are managed with discretion. Of its clients, 90% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 97% |
| Pooled investment vehicles | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 32 | $117M | 97.3% | $3.65M |
| Pooled investment vehicles | 1 | $3.2M | 2.7% | $3.2M |
| Total | 33 | $120M | 100% | $3.64M |
- Clients
- 32
- Regulatory AUM
- $117M
- AUM share
- 97.3%
- Avg. per client
- $3.65M
- Clients
- 1
- Regulatory AUM
- $3.2M
- AUM share
- 2.7%
- Avg. per client
- $3.2M
Total
- Clients
- 33
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- $3.64M
- Clients outside the U.S.
- 90%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Pinetree Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial consulting referrals
- Coordinating third-party business formation, business tax and succession planning carries an annual flat fee of $500.
Amir Arazi owns 50% to 75% of Pinetree Advisors. The leadership team of Pinetree Advisors includes President Oren Arazi. It has 2 employees.
Leadership
Oren AraziPresident & Co-Founder
Amir AraziDirector, CCO & CEO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Pinetree Advisors Corp.
Amir Arazi
Control person · since May 2014
- Owns 50% to 75% of Pinetree Advisors Corp.
Oren Arazi
Control person · since May 2014
Pinetree Advisors’ regulatory assets went from $120M (April 2022) to $120M (June 2026); clients rose from 26 to 33 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $120M | 33 | 2 | 1 |
| July 2023 | $75M | 20 | 2 | 1 |
| April 2022 | $120M | 26 | 2 | 1 |
Besides its headquarters, Pinetree Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2420 Ne Miami Gardens Drive, Suite 203, MiamiHQ
Contact and registration details
- Legal name
- Pinetree Advisors Corp.
- Headquarters
- 2420 Ne Miami Gardens Drive, Suite 203, Miami, FL 33180
- Website
- pinetreeadvisors.us
- Phone
- 305-510-8772
- SEC file
- 801-136741
- Structure
- Florida corporation
- Fiscal year end
- December
Pinetree Advisors uses Merrill Lynch, Pierce, Fenner & Smith ($26.5M, 27%), LPL Financial ($25.5M, 26%) and Jefferies ($21M, 21%), among others, as custodians for its separately managed accounts. Pinetree Advisors has custody of $120M in client assets for 57 clients.
- JefferiesJefferies LLC · New York, NY · $21M21%
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · Salt Lake City, UT · $26.5M27%
- Efg Bank & Trust (Bahamas)Efg Bank & Trust (Bahamas) LTD · Nasaau · $13M13%
- Britannia Bank & TrustBritannia Bank & Trust · Nassau · $12M12%
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $25.5M26%
At year end, Pinetree Advisors’ separately managed accounts were mostly in bonds (54%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds16%
- Registered funds10%
- Pooled vehicles6%
- Bonds54%
- U.S. government and agency bonds20%
- Investment grade corporate bonds20%
- High-yield corporate bonds14%
- Cash10%
How many clients does Pinetree Advisors have?
Pinetree Advisors has 33 clients and manages $120 million for them, as of June 2026. They include 32 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Pinetree Advisors offer?
Pinetree Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pinetree Advisors use?
Pinetree Advisors’ separately managed account assets are held at Merrill Lynch, Pierce, Fenner & Smith Incorporated (Salt Lake City, UT), with $26.5M, LPL Financial LLC (Fort Mill, SC), with $25.5M, Jefferies LLC (New York, NY), with $21M, Efg Bank & Trust (Bahamas) LTD (Nasaau), with $13M and Britannia Bank & Trust (Nassau), with $12M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does Pinetree Advisors have?
Pinetree Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pinetree Advisors invest in?
At the end of its last fiscal year, Pinetree Advisors’ separately managed accounts held 20% exchange-traded equities, 20% U.S. government and agency bonds, 20% investment grade corporate bonds, 14% high-yield corporate bonds, 10% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 6% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pinetree Advisors?
Pinetree Advisors’ direct owners are Amir Arazi (50% to 75%) and Oren Arazi (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Pinetree Advisors get paid?
Pinetree Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pinetree Advisors?
Pinetree Advisors’ main office is at 2420 Ne Miami Gardens Drive, Suite 203, Miami, FL 33180. Its phone number is 305-510-8772. Its website is pinetreeadvisors.us.