About Pine Capital
Pine Capital is a Financial Services company based in Portland (United States) founded in 1998 by Christopher Lorenz. It creates and manages customized investment portfolios for individuals, family groups, and large institutions. It operates on a B2B model. Pine Capital offers products and services including Investment Portfolios. Its focus areas include Finance, Investment Services, Portfolio Management and Customized Investments. Its legal entity is Pine Capital LLC. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Pine Capital LLC is an investment firm based in Portland, ME, that creates and actively manages customized investment portfolios. They tailor services to meet the specific needs of individuals, family groups, and large institutions. The company emphasizes in-depth client knowledge and offers services like portfolio construction and market commentary. Operating since 1998, they provide stable financial management to diverse clients.
- Headquarters Portland, United States
- Founders Christopher Lorenz
- SectorsFinancial Services
- Email••••••••
- Website pinecapital.com
- Legal Name Pine Capital Llc
Products & Services of Pine Capital
Pine Capital offers a comprehensive portfolio of products and services, including Investment Portfolios.
Customized management of investment accounts for individual and institutional clients.
People of Pine Capital
1 people are tracked at Pine Capital (1 in leadership).
| Name | Role | Group |
|---|---|---|
Christopher Lorenz | Founder | Leadership |
Complete people profiles for Pine Capital
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Similar companies to Pine Capital
Pine Capital has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Pine Capital
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Top companies in Asset Management
3 companies that operate in the same segment as Pine Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Pine Capital
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Frequently Asked Questions about Pine Capital
Pine Capital was founded in 1998.
Pine Capital is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
Pine Capital LLC is an investment firm based in Portland, ME, that creates and actively manages customized investment portfolios. They tailor services to meet the specific needs of individuals, family groups, and large institutions. The company emphasizes in-depth client knowledge and offers services like portfolio construction and market commentary. Operating since 1998, they provide stable financial management to diverse clients.
Pine Capital's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Pine Capital offers Investment Portfolios.
Pine Capital operates through Pine Capital Llc.