1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PINE VALLEY CAPITAL PARTNERS LLC

Map pinAUSTIN, TX
Phone737-497-3710
NotebookSEC #801-130818
Total AUM
$869.6M
Employees
10
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 S 1ST STREET
SUITE 750
AUSTIN
TX 78704
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
737-497-3710

ReceiptFinancials

Total AUM
$869.6M
Accounts
12
Discretionary
$644.1M
Accounts
8
Non-Discretionary
$225.5M
Accounts
4

ContactClients

View more in analytics →

Pooled Vehicle Clients
8
AUM
$644.1M
Charitable Organization Clients
1
AUM
$69.4M
Other Clients
3
AUM
$156M
Description of Other Clients
NON-DISCRETIONARY INSTITUTIONAL INVESTORS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account