Wealth manager, independent · Miami, FL
Pinetree Advisors Corp.
SEC-registered investment adviser · CRD 299275 · SEC 801-136741
At a glance
Pinetree Advisors Corp. is an SEC-registered investment adviser based in Miami, Florida, with $120 million in regulatory assets under management as of its Form ADV filed June 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 32 individual clients. By Form ADV it is a wealth manager, ranked 7,713th of 8,915 wealth managers and 14,726th of 17,210 SEC-registered advisers by assets.
Main office 305-510-8772pinetreeadvisors.usAs filed on Form ADV
- Regulatory AUM
- $120M
- Rank among wealth managers
- #7,713 of 8,915
- Rank among all SEC RIAs
- #14,726 of 17,210
- Rank in Florida
- #933 of 1,090
- Individual clients
- 32
- High-net-worth clients
- 32
- Accounts
- 57
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Amir AraziDirector, CCO & CEO
- Oren A. AraziPresident & Co-Founder
Custody and brokerage
5 custodians
- Merrill / Bank of America$27M27%
- LPL Financial$26M26%
- Jefferies$21M21%
- EFG International$13M13%
- Britannia Bank & Trust$12M12%
Other RIAs using Merrill / Bank of AmericaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 32 | $117M | 97% |
| Pooled investment vehicles | 1 | $3M | 3% |
Private funds
Pinetree Advisors Corp. reports 1 private funds with $3M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Pinetree Advisors Corp. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗pinetreeadvisors.us ↗
AtlasMembers
The full record on Pinetree Advisors Corp.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,781 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pinetree Advisors Corp. manage?
Pinetree Advisors Corp. reports $120 million in regulatory assets under management across 57 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 25, 2026.
What kind of firm is Pinetree Advisors Corp.?
Pinetree Advisors Corp. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pinetree Advisors Corp.’s clients?
By assets, its largest client types are high-net-worth individuals ($117 million, 32 clients); pooled investment vehicles ($3 million, 1 clients).
Does Pinetree Advisors Corp. manage private funds?
Yes. It reports 1 private funds with $3 million in gross assets, including other private funds.
Does Pinetree Advisors Corp. have any disciplinary history?
Pinetree Advisors Corp. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pinetree Advisors Corp.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →