Bank / Wealth / TrustRIA · CRD 326789SEC-Registered

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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,...

West Pine 43 logo

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, 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. Available information indicates a focus on portfolio construction and ongoing advice for private clients, a model common among newly registered investment advisers in the New York metro area. 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

AUM

Undisclosed

Location

Region

North America

Country

United States

City

West Palm Beach

Corporate office

New York, NY, United States

Frequently asked questions

Who runs investment decisions at West Pine 43?

West Pine 43 has not publicly named its managing principals or key investment personnel in regulatory filings or on its website. The firm's Form ADV, filed with the SEC in 2023, would list its control persons, but those names have not been surfaced in public summaries. This is common for newly registered advisers that have not yet built a public brand.

What is West Pine 43's known posture on alternative investments?

There is no public evidence that West Pine 43 allocates to private equity, venture capital, hedge funds, or other alternative asset classes. The firm describes its services as financial planning and portfolio management, which typically implies a focus on publicly traded securities and traditional asset allocation for private wealth clients.

How does West Pine 43 source clients?

The firm's client-acquisition strategy is not publicly documented. As a New York-based registered investment adviser targeting high-net-worth individuals and business entities, it likely relies on referral networks and personal relationships, consistent with the early-stage wealth-management model common in the metro area.

Is West Pine 43 a family office or a multi-family office?

West Pine 43 is not structured as a family office. It is registered with the SEC as an investment adviser and serves multiple client types, including individuals, high-net-worth individuals, corporations, and business entities. This broader client base distinguishes it from a single-family office, which would serve one family exclusively.

What regulatory body oversees West Pine 43?

West Pine 43 is registered with the US Securities and Exchange Commission as an investment adviser, per its 2023 filing. It is also likely subject to state-level regulatory requirements in New York, where it maintains its principal place of business.

Profile maintained by 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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