Overview
Assets Under Management: $490 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 2
Average Client Assets: $48.6 million
Frequently Asked Questions
COOK PINE CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134911), COOK PINE CAPITAL LLC is subject to fiduciary duty under federal law.
COOK PINE CAPITAL LLC is headquartered in GREENWICH, CT.
COOK PINE CAPITAL LLC serves 2 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, COOK PINE CAPITAL LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
COOK PINE CAPITAL LLC manages $490 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, COOK PINE CAPITAL LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.81%
Average Client Assets: $48.6 million
Total Client Accounts: 7
Discretionary Accounts: 5
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 134911
Filing ID: 2084182
Last Filing Date: 2026-03-26 17:33:04