RIA Intel›Advisers›New York›PINE BROOK ROAD ADVISORS, L.P.

PINE BROOK ROAD ADVISORS, L.P.

Advisory

N·NEW YORK, NY

Data as of May 6, 2021 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

-7.3%

3-Year CAGR

+3.3%

Employees

15

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.7B

Non-Discretionary AUM$32M

Discretionary %99.3%

Total Clients—

Team

Total Employees15

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMar 13, 2018

Latest FilingMay 6, 2021

🔒 Full AUM trend chart and 7 historical filings spanning 3+ 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 PINE BROOK ROAD ADVISORS, L.P.

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