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Pinafore Wealth Counsel
PINAFORE WEALTH COUNSEL INC. is an SEC-registered investment adviser in Durham, NC, registered since 2024. The firm manages $174 million in assets, with $161...
Pinafore Wealth Counsel
PINAFORE WEALTH COUNSEL INC. is an SEC-registered investment adviser in Durham, NC, registered since 2024. The firm manages $174 million in assets, with $161 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who leads investment decisions at Pinafore Wealth Counsel?
Pinafore Wealth Counsel has not publicly identified its CEO, CIO, or managing principals. The firm does not appear on any regulatory or professional directory listing individuals, making leadership attribution impossible from public sources.
How does Pinafore Wealth Counsel generate returns?
No public information exists on the firm's specific investment approach or return sources. As a registered investment advisor, its model likely involves discretionary management of client portfolios across standard asset classes, but third-party performance data is unavailable.
Is Pinafore Wealth Counsel a single-family office or a multi-client advisor?
The firm is a registered investment advisor, indicating it provides services to multiple clients. Its corporate structure and naming suggest a client base of wealthy families, but the number of clients or its affiliation with any one family has not been disclosed.
Does Pinafore Wealth Counsel commit capital to external funds or direct deals?
No information is public about the firm's investment vehicle usage or direct deal activity. Its RIA registration permits both fund investments and direct holdings, but no examples are known.
On which sectors does Pinafore Wealth Counsel focus?
Pinafore Wealth Counsel has not disclosed any sector preferences or exclusions. Its lack of public presence means no sector focus can be reliably cited.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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