RIA Intel›Advisers›Connecticut›COOK PINE CAPITAL LLC

COOK PINE CAPITAL LLC

Advisory

N·GREENWICH, CT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$490M

1-Year AUM Growth

+11.6%

3-Year CAGR

+0.9%

Employees

5

Assets Under Management

Total AUM$490M

Discretionary AUM$393M

Non-Discretionary AUM$97M

Discretionary %80.2%

Total Clients5

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record31

First FilingJul 14, 2005

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COOK PINE CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.