Pine Ridge Advisers LLC

Pine Ridge Advisers LLC, established in March 2018, is a New York-based financial advisor firm specializing in discretionary investment management services for pooled investment vehicles and separately managed accounts. The firm, led by principal owner Baldo Fodera, offers customized asset allocation strategies tailored to individual client objectives. Pine Ridge also provides family office services such as bill paying and coordination of professional services. Clients can impose reasonable restrictions on investments, with Pine Ridge's investment philosophy guiding decision-making. The firm managed over $5 billion in assets as of December 31, 2024. Fees vary based on account size, exclusive of additional charges incurred by clients. Pine Ridge acts as a fiduciary, placing client interests first. The firm does not engage in performance-based fees or side-by-side management. Investment strategies involve active discretionary management by institutional-quality investment managers, with a focus on risk management and adherence to client objectives. Pine Ridge conducts periodic reviews of client portfolios and has implemented a Code of Ethics to ensure compliance with securities laws and client interests. The firm does not pay for client referrals and maintains custody of client assets with independent custodians. Pine Ridge exercises investment discretion for managed accounts and votes proxies in clients' best interests. The firm's financial condition is stable, with no bankruptcy history. Clients receive regular reports and statements for transparency and accountability.