Sign in Sign up for free

Pine Street Advisors, LLC (Stamford)


Pine Street Advisors, LLC is a large advisory firm based in Stamford. It manages $285.8 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut and Texas.




Pine Street Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pine Street Advisors: assets under management

The assets under management (AUM) of Pine Street Advisors, LLC is $285.8 million. The firm's AUM has grown by 959% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70.47 million in discretionary accounts and $215.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $215.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pine Street Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Crt Principals Llc Member 1 Jan 1997 50% - 75% 06-1530327
Thomas Henry Dittmer Member 1 Jul 2005 75% - 100% 1367878
Crt Principals Llc Member 1 Dec 2006 50% - 75% 06-1530327
Crt Investors Llc Member 1 Dec 2006 25% - 50% 56-2306867
Savanna Investors Llc Member 1 Dec 2006 25% - 50% 48-3469962

Based in Stamford

The principal office where Pine Street Advisors, LLC performs its advisory services is located at 262 Harbor Drive, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-569-6400 or by fax 203-569-6918. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


Registered investment advisers similar to Pine Street Advisors, LLC