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Pineapple Capital Management, LLC
SEC-regulated
Registered investment advisor
Pineapple Capital Management, LLC is an investment adviser registered with the SEC, established in April 2014 by Donald S. Kennedy. The firm provides discretionary advisory services to Pineapple Partners, L.P., Pineapple Income Fund, L.P., and a private family office. Pineapple manages investments for these clients with full discretion and does not participate in wrap fee programs. The firm has regulatory assets under management totaling $181,354,000. For the Funds, Pineapple charges a management fee based on a percentage of net asset value and may receive incentive compensation. The minimum initial investment for the Funds is $1,000,000, as outlined in the offering memorandum. Pineapple's investment strategy focuses on long and short equity securities globally, seeking undervalued opportunities for long-term capital gain. The firm discloses risks associated with investing, including potential losses due to market fluctuations and other factors. Pineapple has no disciplinary history, engages in soft dollar arrangements for research, and maintains custody of client assets with reputable third parties. The firm exercises full investment discretion, conducts regular account reviews, and intends to adopt Proxy Voting Policies to act in clients' best interests. Pineapple does not require advance fee payments and has a sound financial standing without any bankruptcy history.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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