RIA Intel›Advisers›Maine›PINE CAPITAL, LLC

PINE CAPITAL, LLC

Advisory

PORTLAND, ME

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in ME

#50

of 58 advisers by AUM

Average account

$582K

across 140 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, ME, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

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SHORELINE CAPITAL CORPORATION INC.

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$76M

GUIDANCE POINT RETIREMENT SERVICES, LLC

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