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The Pines Wealth Management
The Pines Wealth Management, LLC is an SEC-registered investment adviser in Southern Pines, NC, registered since 2024. The firm manages $486 million in assets...
The Pines Wealth Management
The Pines Wealth Management, LLC is an SEC-registered investment adviser in Southern Pines, NC, registered since 2024. The firm manages $486 million in assets on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Southern Pines
Corporate office
New York, NY, United States
Principals
Priscilla Pines
Managing Member
Sector focus
Frequently asked questions
Who runs The Pines Wealth Management?
Priscilla Pines is the Managing Member of The Pines Wealth Management, LLC, according to the firm's registration with the New York State Department of State Division of Corporations. The firm lists its address in New York County.
Does The Pines operate as a single-family office or a multi-family office?
The Pines Wealth Management is structured as a multi-family office serving a select group of high-net-worth families. It is not tied to a single founding fortune.
What does The Pines invest in?
The firm deploys capital across two primary strategies: direct private credit origination and concentrated real estate equity. Credit positions typically involve senior secured or mezzanine loans against income-producing properties. Real estate holdings focus on stabilized multi-family and small commercial assets with value-add potential.
Where does The Pines source its deals?
The firm relies on a relationship-based sourcing model centered on the New York metropolitan area, including New York City, Westchester County, and Long Island. It does not appear to run a formal broker-bid process for property acquisition.
Does The Pines manage commingled funds?
The firm appears to treat its family-office investor base as a captive balance sheet rather than a blind-pool fund. This structure allows for quick execution on individual loans and direct property acquisitions without committed-capital pacing requirements.
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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