Pinetree Advisors Corp.

Pinetree Advisors Corp. is a registered investment adviser based in Miami, Florida, established on December 1st, 2018, by Amir Arazi and Oren Arazi. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. They also serve as the investment adviser to the Pinetree Alternative Credit Fund, a private fund aiming to provide superior risk-adjusted returns. The firm provides sub-advisory services to third-party money managers and financial consulting for corporate services. Pinetree Advisors Corp. does not participate in wrap fee programs and advises on various types of investments, including equity securities, real estate, and structured notes. As of January 24, 2023, the firm manages $75,000,000 in client assets on a discretionary basis. The annual fee for portfolio management services ranges from 0.30% to 2.0%, with a minimum fee threshold for certain accounts. The firm receives a 1.00% fee for serving as the investment adviser to the Pinetree Alternative Credit Fund. Pinetree Advisors Corp. acts as a fiduciary and does not accept performance-based fees or engage in side-by-side management. Clients include individuals and high net worth individuals, with no minimum account size requirement. The firm's investment strategies involve fundamental analysis and long-term purchases, tailored to clients' financial situations and risk tolerance. Clients are responsible for voting their securities, and the firm does not vote proxies on their behalf. Oren Arazi, an Investment Adviser Representative, monitors accounts and conducts reviews to ensure alignment with clients' objectives. The firm's Code of Ethics emphasizes professional conduct and client protection. Oren Arazi has a BA in Business Administration and a background in financial services. He is also licensed as an independent insurance agent and is involved in other business activities, including sports counseling. Supervision is overseen by Amir Arazi, the firm's CCO, CEO, and Co-Founder. Oren Arazi has no reportable disciplinary history and complies with state registration requirements.