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Bank / Wealth / TrustRIA · CRD 326789SEC-Registered

Updated:

West Pine 43

West Pine 43 was established in 2023 as a US-based registered investment adviser. The firm operates from New York and provides investment advisory services,...

Overview

West Pine 43 was established in 2023 as a US-based registered investment adviser. The firm operates from New York and provides investment advisory services, including financial planning and discretionary portfolio management. Its client base spans individuals, high-net-worth individuals, corporations, and other business entities, per its regulatory filings. The firm's strategy centers on traditional wealth-management services rather than institutional asset management or direct private-market investing. Specific asset-class allocations, named portfolio holdings, or co-investment structures have not been publicly disclosed. West Pine 43 filed its initial registration with the SEC in 2023, which is the last dated operational fact on public record. The firm does not publish team-size figures or maintain additional office locations. No philanthropic vehicles, adjacent operating companies, or club memberships have been disclosed in available regulatory filings or public communications. The structural differentiator for West Pine 43 is its status as a post-2022 new entrant in the registered investment-adviser space — a period when many advisers launched independent shops following tightening monetary policy and shifting client expectations around fee transparency. Without disclosed AUM or named principals, the firm's governance and succession posture remain unobservable from the public record.

General information

Firm type

Bank / Wealth / Trust

Year founded

2023

Location

Region

North America

Country

United States

City

West Palm Beach

Corporate office

New York, NY, United States

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